HTC VOGU100 Pocket PC phone User Manual BOOK Vogue Telus English Manual indb
HTC Corporation Pocket PC phone BOOK Vogue Telus English Manual indb
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DA User Manual 2 Please Read Before Proceeding THE BATTERY IS NOT CHARGED WHEN YOU TAKE IT OUT OF THE BOX. DO NOT REMOVE THE BATTERY PACK WHEN THE DEVICE IS CHARGING. YOUR WARRANTY IS INVALIDATED IF YOU OPEN OR TAMPER WITH THE DEVICE’S OUTER CASING. PRIVACY RESTRICTIONS Some countries require full disclosure of recorded telephone conversations, and stipulate that you must inform the person with whom you are speaking that the conversation is being recorded. Always obey the relevant laws and regulations of your country when using the recording feature of your PDA Phone. INTELLECTUAL PROPERTY RIGHT INFORMATION Copyright © 2007 High Tech Computer Corp. All Rights Reserved. and ExtUSB are trademarks and/or service marks of High Tech Computer Corp. Microsoft, MS-DOS, Windows, Windows NT, Windows Server, Windows Mobile, Windows XP, Windows Vista, ActiveSync, Windows Mobile Device Center, Internet Explorer, Windows Live, MSN, Hotmail, Outlook, Excel, PowerPoint, Word, and Windows Media are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Bluetooth and the Bluetooth logo are trademarks owned by Bluetooth SIG, Inc. microSD is a trademark of SD Card Association. Copyright © 2007, Adobe Systems Incorporated. Copyright © 2007, Macromedia Netherlands, B.V. Macromedia, Flash, Macromedia Flash, Macromedia Flash Lite and Reader are trademarks and/or registered trademarks of Macromedia Netherlands, B.V. or Adobe Systems Incorporated. Copyright © 2007, JATAAYU SOFTWARE (P) LTD. All Rights Reserved. Copyright © 2007, Dilithium Networks, Inc. All Rights Reserved. Copyright © 2007, Tao Group Limited. All Rights Reserved. All other company, product and service names mentioned herein are trademarks, registered trademarks or service marks of their respective owners. HTC shall not be liable for technical or editorial errors or omissions contained herein, nor for incidental or consequential damages resulting from furnishing this material. The information is provided “as is” without warranty of any kind and is subject to change without notice. HTC also reserves the right to revise the content of this document at any time without prior notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording or storing in a retrieval system, or translated into any language in any form without prior written permission of HTC. 3 Disclaimers THE WEATHER INFORMATION, DATA AND DOCUMENTATION ARE PROVIDED “AS IS” AND WITHOUT WARRANTY OR TECHNICAL SUPPORT OF ANY KIND FROM HTC. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, HTC AND ITS AFFILIATES expressly disclaim any and all representations and warranties, express or implied, arising by law or otherwise, regarding the Weather Information, Data, Documentation, or any other Products and services, including without limitation any express or implied warranty of merchantability, express or implied warranty of fitness for a particular purpose, non-infringement, quality, accuracy, completeness, effectiveness, reliability, usefulness, that the Weather Information, Data and/or Documentation will be error-free, or implied warranties arising from course of dealing or course of performance. Without limiting the foregoing, it is further understood that HTC and its Providers are not responsible for Your use or misuse of the Weather Information, Data and/or Documentation or the results from such use. HTC and its Providers make no express or implied warranties, guarantees or affirmations that weather information will occur or has occurred as the reports, forecasts, data, or information state, represent or depict and it shall have no responsibility or liability whatsoever to any person or entity, parties and non-parties alike, for any inconsistency, inaccuracy, or omission for weather or events predicted or depicted, reported, occurring or occurred. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, YOU ACKNOWLEDGE THAT THE WEATHER INFORMATION, DATA AND/OR DOCUMENTATION MAY INCLUDE INACCURACIES AND YOU WILL USE COMMON SENSE AND FOLLOW STANDARD SAFETY PRECAUTIONS IN CONNECTION WITH THE USE OF THE WEATHER INFORMATION, DATA OR DOCUMENTATION. Limitation of Damages TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL HTC OR ITS PROVIDERS BE LIABLE TO USER OR ANY THIRD PARTY FOR ANY INDIRECT, SPECIAL, CONSEQUENTIAL, INCIDENTAL OR PUNITIVE DAMAGES OF ANY KIND, IN CONTRACT OR TORT, INCLUDING, BUT NOT LIMITED TO, INJURY, LOSS OF REVENUE, LOSS OF GOODWILL, LOSS OF BUSINESS OPPORTUNITY, LOSS OF DATA, AND/OR LOSS OF PROFITS ARISING OUT OF, OR RELATED TO, IN ANY MANNER, OR THE DELIVERY, PERFORMANCE OR NONPERFORMANCE OF OBLIGATIONS, OR USE OF THE WEATHER INFORMATION, DATA OR DOCUMENTATION HEREUNDER REGARDLESS OF THE FORESEEABILITY THEREOF. Important Health Information and Safety Precautions When using this product, the safety precautions below must be taken to avoid possible legal liabilities and damages. Retain and follow all product safety and operating instructions. Observe all warnings in the operating instructions on the product. To reduce the risk of bodily injury, electric shock, fire and damage to the equipment, observe the following precautions. ELECTRICAL SAFETY This product is intended for use when supplied with power from the designated battery or power supply unit. Other usage may be dangerous and will invalidate any approval given to this product. SAFETY PRECAUTIONS FOR PROPER GROUNDING INSTALLATION CAUTION: Connecting to an improperly grounded equipment can result in an electric shock to your device. This product equipped with a USB Cable for connecting with desk-top or notebook computer. Be sure your computer is properly grounded (earthed) before connecting this product to the computer. The power supply cord of a desktop or notebook computer has an equipment-grounding conductor and a grounding plug. The 4 plug must be plugged into an appropriate outlet which is properly installed and grounded in accordance with all local codes and ordinances. SAFETY PRECAUTIONS FOR POWER SUPPLY UNIT • Use the correct external power source A product should be operated only from the type of power source indicated on the electrical ratings label. If you are not sure of the type of power source required, consult your authorized service provider or local power company. For a product that operates from battery power or other sources, refer to the operating instructions that are included with the product. • Handle battery packs carefully This product contains a Li-ion battery. There is a risk of fire and burns if the battery pack is handled improperly. Do not attempt to open or service the battery pack. Do not disassemble, crush, puncture, short external contacts or circuits, dispose of in fire or water, or expose a battery pack to temperatures higher than 60˚C (140˚F). WARNING: Danger of explosion if battery is incorrectly replaced. To reduce risk of fire or burns, do not disassemble, crush, puncture, short external contacts, expose to temperature above 60˚C (140˚F), or dispose of in fire or water. Replace only with specified batteries. Recycle or dispose of used batteries according to the local regulations or reference guide supplied with your product. SAFETY PRECAUTIONS FOR DIRECT SUNLIGHT Keep this product away from excessive moisture and extreme temperatures. Do not leave the product or its battery inside a vehicle or in places where the temperature may exceed 60°C (140°F), such as on a car dashboard, window sill, or behind a glass that is exposed to direct sunlight or strong ultraviolet light for extended periods of time. This may damage the product, overheat the battery, or pose a risk to the vehicle. PREVENTION OF HEARING LOSS CAUTION – Permanent hearing loss may occur if earphones or headphones are used at high volume for prolonged periods of time. SAFETY IN AIRCRAFT Due to the possible interference caused by this product to an aircraft’s navigation system and its communications network, using this device’s phone function on board an airplane is against the law in most countries. If you want to use this device when on board an aircraft, remember to turn off the phone by switching to Flight Mode. ENVIRONMENT RESTRICTIONS Do not use this product in gas stations, fuel depots, chemical plants or where blasting operations are in progress, or in potentially explosive atmospheres such as fuelling areas, fuel storehouses, below deck on boats, fuel or chemical transfer or storage facilities, and areas where the air contains chemicals or particles, such as grain, dust, or metal powders. Please be aware that sparks in such areas could cause an explosion or fire resulting in bodily injury or even death. EXPLOSIVE ATMOSPHERES When in any area with a potentially explosive atmosphere or where flammable materials exist, the product should be turned off and the user should obey all signs and instructions. Sparks in such areas could cause an explosion or fire resulting in bodily injury or even death. Users are advised not to use the equipment at refueling points such as service or gas stations, and are reminded of the need to observe restrictions on the 5 use of radio equipment in fuel depots, chemical plants, or where blasting operations are in progress. Areas with a potentially explosive atmosphere are often, but not always, clearly marked. These include fueling areas, below deck on boats, fuel or chemical transfer or storage facilities, and areas where the air contains chemicals or particles, such as grain, dust, or metal powders. ROAD SAFETY Vehicle drivers in motion are not permitted to use telephony services with handheld devices, except in the case of emergency. In some countries, using hands-free devices as an alternative is allowed. SAFETY PRECAUTIONS FOR RF EXPOSURE • Avoid using your device near metal structures (for example, the steel frame of a building). • Avoid using your device near strong electromagnetic sources, such as microwave ovens, sound speakers, TV and radio. • Use only original manufacturer-approved accessories, or accessories that do not contain any metal. • Use of non-original manufacturer-approved accessories may violate your local RF exposure guidelines and should be avoided. INTERFERENCE WITH MEDICAL EQUIPMENT FUNCTIONS This product may cause medical equipment to malfunction. The use of this device is forbidden in most hospitals and medical clinics. If you use any other personal medical device, consult the manufacturer of your device to determine if it is adequately shielded from external RF energy. Your physician may be able to assist you in obtaining this information. Turn the phone OFF in health care facilities when any regulations posted in these areas instruct you to do so. Hospitals or health care facilities may be using equipment that could be sensitive to external RF energy. HEARING AIDS Some digital wireless phones may interfere with some hearing aids. In the event of such interference, you may want to consult your service provider, or call the customer service line to discuss alternatives. NONIONIZING RADIATION Your device has an internal antenna. This product should be operated in its normal-use position to ensure the radiative performance and safety of the interference. As with other mobile radio transmitting equipment, users are advised that for satisfactory operation of the equipment and for the safety of personnel, it is recommended that no part of the human body be allowed to come too close to the antenna during operation of the equipment. Use only the supplied integral antenna. Use of unauthorized or modified antennas may impair call quality and damage the phone, causing loss of performance and SAR levels exceeding the recommended limits as well as result in non-compliance with local regulatory requirements in your country. .0G MAEP ASM GIX XECL AEPLIS EAR MAE RA 2.0 M2 Internal antenna location To assure optimal phone performance and ensure human exposure to RF energy is within the guidelines set forth in the relevant standards, always use your device only in its normal-use position. Do not touch or hold the antenna area unnecessarily when placing or receiving a phone call. Contact with the antenna area may impair call quality and cause your device to operate at a higher power level than needed. Avoiding contact with the antenna area when the phone is IN USE optimizes the antenna performance and the battery life. 6 General Precautions • Heed service markings Except as explained elsewhere in the Operating or Service documentation, do not service any product yourself. Service needed on components inside these compartments should be done by an authorized service technician or provider. • Damage requiring service Unplug the product from the electrical outlet and refer servicing to an authorized service technician or provider under the following conditions: • Liquid has been spilled or an object has fallen into the product. • The product has been exposed to rain or water. • The product has been dropped or damaged. • There are noticeable signs of overheating. • The product does not operate normally when you follow the operating instructions. • Avoid hot areas The product should be placed away from heat sources such as radiators, heat registers, stoves, or other products (including, but not limited to, amplifiers) that produce heat. • Avoid wet areas Never use the product in a wet location. • Avoid using your device after a dramatic change in temperature When you move your device between environments with very different temperature and/or humidity ranges, condensation may form on or within the device. To avoid damaging the device, allow sufficient time for the moisture to evaporate before using the device. NOTICE: When taking the device from low-temperature conditions into a warmer environment or from hightemperature conditions into a cooler environment, allow the device to acclimate to room temperature before turning on power. • Avoid pushing objects into product Never push objects of any kind into cabinet slots or other openings in the product. Slots and openings are provided for ventilation. These openings must not be blocked or covered. • Mounting accessories Do not use the product on an unstable table, cart, stand, tripod, or bracket. Any mounting of the product should follow the manufacturer’s instructions, and should use a mounting accessory recommended by the manufacturer. • Avoid unstable mounting Do not place the product with an unstable base. • Use product with approved equipment This product should be used only with personal computers and options identified as suitable for use with your equipment. • Adjust the volume Turn down the volume before using headphones or other audio devices. • Cleaning Unplug the product from the wall outlet before cleaning. Do not use liquid cleaners or aerosol cleaners. Use a damp cloth for cleaning, but NEVER use water to clean the LCD screen. 7 Contents Chapter 1 Getting Started 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 1.10 1.11 Getting to Know Your Device and Accessories ........................................ 12 The Battery and the Storage Card ............................................................ 15 Starting Up ................................................................................................. 18 The Today Screen ....................................................................................... 19 The Start Menu........................................................................................... 19 Quick Menu ................................................................................................ 20 HTC Home ................................................................................................... 20 TouchFLO™ ................................................................................................. 24 Status Icons ................................................................................................ 28 Programs .................................................................................................... 29 Settings ....................................................................................................... 31 Chapter 2 Entering and Searching Information 2.1 2.2 2.3 2.4 2.5 2.6 37 Using the Phone ......................................................................................... 38 Making a Call .............................................................................................. 39 Receiving a Call .......................................................................................... 41 Smart Dialing ............................................................................................. 42 Additional Dialing Information ................................................................ 43 Chapter 4 Setting Up Your Device 4.1 4.2 4.3 4.4 33 Entering Information ................................................................................. 34 Using the On-screen Keyboard ................................................................. 34 Using Letter Recognizer ............................................................................ 35 Using Block Recognizer ............................................................................. 35 Using Transcriber ....................................................................................... 35 Searching Information .............................................................................. 36 Chapter 3 Using Phone Features 3.1 3.2 3.3 3.4 3.5 11 45 Basic Settings ............................................................................................. 46 Personalizing the Today Screen ................................................................ 48 Customizing Phone Services..................................................................... 49 Protecting Your Device .............................................................................. 51 8 Chapter 5 Synchronizing Information With Your Computer 5.1 5.2 5.3 5.4 5.5 5.6 About Synchronization ............................................................................. 54 Setting Up Windows Mobile® Device Center on Windows Vista™ .......... 54 Setting Up ActiveSync® on Windows XP®................................................. 56 Synchronizing With Your Computer ......................................................... 56 Synchronizing via Bluetooth .................................................................... 57 Synchronizing Music and Video ............................................................... 58 Chapter 6 Organizing Contacts, Appointments, Tasks, and Other Information 6.1 6.2 6.3 6.4 6.5 77 Synchronizing Your Device with the Exchange Server ........................... 78 Working With Company E-mail ................................................................. 79 Managing Meeting Requests .................................................................... 82 Finding Contacts in the Company Directory ........................................... 83 E-mail Security ........................................................................................... 84 Chapter 9 Working With Documents and Files 9.1 9.2 9.3 9.4 9.5 9.6 67 Messaging .................................................................................................. 68 Text Messages ............................................................................................ 69 Types of E-mail Accounts........................................................................... 70 E-mail Setup Wizard................................................................................... 70 Using E-mail ............................................................................................... 72 Chapter 8 Working With Company E-mail and Meeting Appointments 8.1 8.2 8.3 8.4 8.5 59 Contacts ...................................................................................................... 60 Calendar ..................................................................................................... 62 Tasks ........................................................................................................... 64 Notes ........................................................................................................... 65 Voice Recorder ........................................................................................... 66 Chapter 7 Exchanging Messages 7.1 7.2 7.3 7.4 7.5 53 87 Microsoft® Office Word Mobile ................................................................. 88 Microsoft® Office Excel Mobile ................................................................. 88 Microsoft® Office PowerPoint Mobile ...................................................... 89 Adobe Reader LE ........................................................................................ 89 Copying and Managing Files .................................................................... 91 ZIP ............................................................................................................... 92 9 Chapter 10 Getting Connected 10.1 10.2 10.3 10.4 10.5 10.6 Comm Manager .......................................................................................... 96 Connecting to the Internet ........................................................................ 97 Internet Explorer® Mobile ......................................................................... 98 Windows Live™ ......................................................................................... 100 Bluetooth .................................................................................................. 102 Using Your Device As a Modem (Wireless Modem) ............................... 106 Chapter 11 Experiencing Multimedia 11.1 11.2 11.3 11.4 113 Camera ...................................................................................................... 114 Pictures & Videos...................................................................................... 120 Windows Media® Player Mobile .............................................................. 122 MP3 Trimmer ............................................................................................ 125 Chapter 12 Managing Your Device 12.1 12.2 12.3 12.4 12.5 12.6 95 127 Adding and Removing Programs............................................................ 128 Using Task Manager ................................................................................. 128 Resetting Your Device .............................................................................. 129 Managing Memory .................................................................................. 130 Windows Update ...................................................................................... 131 Battery Saving Tips .................................................................................. 132 Chapter 13 Using Other Applications 133 13.1 Using Java ................................................................................................. 134 13.2 Voice Speed Dial ....................................................................................... 136 Appendix 139 A.1 Specifications ........................................................................................... 140 A.2 Regulatory Notices .................................................................................. 142 A.3 Additional Safety Information................................................................ 146 Index 151 10 Chapter 1 Getting Started 1.1 Getting to Know Your Device and Accessories 1.2 Installing the Battery and Storage Card 1.3 Starting Up 1.4 The Today Screen 1.5 The Start Menu 1.6 Quick Menu 1.7 HTC Home 1.8 TouchFLO™ 1.9 Status Icons 1.10 Programs 1.11 Settings 12 Getting Started 1.1 Getting to Know Your Device and Accessories Front panel Notification LEDs Left LED: Shows Green and Amber lights for CDMA standby, message, and network status as well as for notification and battery charging status. Earpiece Listen to a phone call from here. Right LED: Shows a flashing Blue light when the Bluetooth system is powered up and ready to transmit Bluetooth radio signal, or an Amber light for GPS status. Touch Screen END Press to end a call or to return to the Today screen. TALK Press to answer an incoming call or dial a number. NAVIGATION Control/ENTER Press this multi-directional control up, down, left, or right to move through menus and program instructions; carry out the selection by pressing the center button. Back panel .0 GMA SM EPGIX XECLA AEPLIS EAR AE RA Self-portrait Mirror Use it when taking self-portrait shots. 2.0 Speaker M2 2 Megapixel Camera See Chapter 11 for details. Back Cover Slide the back cover upward to remove it. Getting Started 13 Top panel POWER Press to turn off the display temporarily. To turn off the power, press and hold for about 5 seconds. For more information, see “Starting Up” in this chapter. Right panel Left panel Stylus Volume Slider • Slide up or down to adjust the speaker volume. • During a call, slide up or down to adjust the earpiece volume. Storage Card Slot Cover Remove the back cover and then pry open the slot cover to install a microSD card (not included) for storing data. CAMERA Press to launch the Camera. See Chapter 11 for details. Lanyard/Strap holder Bottom panel Microphone RESET With the stylus, press the RESET button to soft-reset your device. Sync Connector/Earphone Jack Connect the supplied USB cable to synchronize information or plug in the AC adapter to recharge the battery. You can also connect the supplied USB stereo headset for hands-free conversation or for listening to audio media. 14 Getting Started Accessories No. Accessory Function AC adapter Recharges the battery. USB Sync cable Connects your device to a PC and synchronizes data. Stereo headset Provides a volume control slider and a Send/End button. Press the Send/End button to pick up a call or put a call on hold; press and hold the button to end the call. One-to-two Splitter Adapter Lets you connect the supplied AC adapter and mini-USB stereo headset to your device at the same time. Stylus An extra stylus pen is provided. Pouch Acts as a protective carrying case for your device. Getting Started 15 The Splitter Adapter Use the supplied Splitter Adapter when you want to charge the battery on your device, and at the same time, use the supplied USB stereo headset for hands-free conversation or for listening to music 1. Connect the Splitter Adapter to your device’s Sync connector. 2. Connect the supplied USB stereo headset to the splitter adapter’s audio connector. 3. Connect the AC adapter to the splitter adapter’s power connector. 1.2 The Battery and the Storage Card Your device contains a rechargeable Li-ion battery. It is designed to use only manufacturer-specified original batteries and accessories. Battery performance depends on many factors, including network configuration, signal strength, the temperature of the environment in which you operate your device, the features and/or settings you select and use, items attached to connecting ports, and your voice, data, and other program usage patterns. Battery life estimates (approximations): • Standby time: Up to 250 hours. • Talk time: Up to 3.5 hours. • Media playback time: Up to 8 hours for WMV; up to 12 hours for WMA. Warning! To reduce risk of fire or burns: • Do not attempt to open, disassemble, or service the battery pack. • Do not crush, puncture, short external contacts, or dispose of in fire or water. • Do not expose to temperatures above 60oC (140oF). • Replace only with the battery pack designated for this product. • Recycle or dispose of used battery as stipulated by local regulation. 16 Getting Started Install the battery To remove the back cover Before installing the battery or storage card, you have to remove the back cover. 1. Make sure your device is turned off. 2. Slide the back cover upward. To install the battery 1. Install the battery by inserting it with its exposed copper part aligned with the protruding copper conductor on the upper right side of the battery compartment. Insert the right side of the battery first, then gently push the battery into place. 2. Replace the back cover. To remove the battery 1. Make sure your device is turned off. 2. Remove the back cover. 3. To remove the battery, lift it up from the lower-left end of the battery. Battery Information To charge the battery New batteries are shipped partially charged. Before you start using your device, it is recommended that you charge the battery. Some batteries perform best after several full charge/discharge cycles. You can charge the battery in two ways: • Charging the device’s battery by connecting the power adapter. • Connecting your device to a PC via the provided USB Sync cable. Note Only the AC adapter and USB cable provided with your device should be used to charge the device. Charging is indicated by a solid amber light on the left LED indicator. As the battery is being charged while the device’s power is on, a charging icon ( ) will be shown on the title bar of the Today screen. After the battery has been fully charged, the left LED becomes green and a full battery icon ( ) appears on the Today screen’s title bar. Warning! • Do not remove the battery from the device while you are charging it using the AC or car adapter. • As a safety precaution, the battery stops charging when it overheats. Getting Started 17 To check the battery power 1. Power on your device. 2. Do one of the following: • Tap the Battery icon ( ) on the title bar of the Today screen. • Alternatively, tap Start > Settings > Systems tab > Power. Low battery When the low-battery warning appears, do the following: • Immediately save your current data. • Synchronize with your PC or connect the power adapter to charge the battery. • Turn off your device. Install the microSD card (not included) 1. Remove the back cover. 2. Use your thumb or finger to pry open the cover that houses the storage card slot. To open the slot cover easier, pry it open from both ends. 3. Flip your device so that the touch screen faces upward. 4. Hold open the slot cover with one hand. storage card slot Slot cover 5. Insert the microSD card into the storage card slot with the gold contacts facing down. 6. Close the slot cover. 7. Replace the back cover. Note To remove the storage card, press the card to pop it out of the slot. microSD card 18 Getting Started 1.3 Starting Up After inserting the battery, you can now power on and start using your device. Turn your device on and off To turn on the power • Press and hold the POWER button for a few seconds. When you turn on your device for the first time, a Quick Start Wizard will guide you through the calibration process and the setup of regional settings, date and time, and password. For more information about touch screen calibration, see “Calibrate the device”. To turn off the power • Press and hold the POWER button for a few seconds. A message will then be displayed, prompting you whether or not to turn off the device completely. Calibrate the device Calibrating the touch screen involves tapping the center of a cross with the stylus as the cross moves around the screen. This process ensures that when you tap the screen with your stylus, the tapped item is activated. If your device does not accurately respond to screen taps, follow these steps to re-calibrate it: 1. Tap Start > Settings > System tab > Screen. 2. On the General tab, tap Align Screen, then follow the on-screen instructions to complete the calibration. Manage screen settings The device’s display has the following orientation modes: Portrait and Landscape. To change the orientation, tap Start > Settings > System tab > Screen, and select the orientation you want. • To smooth the edges of screen fonts for many programs, on the ClearType tab, select the Enable ClearType check box. • To increase the readability or to see more content on the screen, on the Text Size tab, adjust the text size by moving the slider. Tip To quickly change the screen orientation, you can also tap the Rotate Screen icon in HTC Home’s Launcher. See “HTC Home” later in this chapter for details. Switch your device to Sleep mode Quickly pressing the POWER button turns off the display temporarily and switches your device to Sleep mode. Sleep mode suspends your device to a low power state while the display is off in order to save battery power. Your device also automatically goes into Sleep mode when you leave the device idle after a certain amount of time. You will still be able to receive messages and calls while your device is in Sleep mode. Pressing the POWER button again or new incoming calls/messages will wake up your device. To specify the timeout period before your device goes into Sleep mode 1. Tap Start > Settings > System tab > Power > Advanced tab. 2. Under On battery power, make sure the Turn off device if not used for check box is selected. 3. Select the battery timeout period, then tap OK. Getting Started 19 1.4 The Today Screen The Today screen displays important information, such as upcoming appointments and status indicators. You can tap a section on the screen to open the associated program. Connection status Notification Signal strength Adjust volume Battery status Open Quick Menu (See “Quick Menu” in this chapter for details.) Open Start Menu. HTC Home (See “HTC Home” in this chapter for details.) Your upcoming appointments. • To access the Today screen, tap Start > Today. • To customize the Today screen display, including the background image, tap Start > Settings > Personal tab > Today. For more information about customizing the Today screen, see Chapter 4. 1.5 The Start Menu The Start menu, located at the top left corner of the Today screen, displays a list of programs. You can start a program by scrolling through the programs list and then pressing ENTER, or by tapping a program with the stylus. Switch to the Today screen. Open a program. (The items displayed in the Start menu can be customized by tapping Start > Settings > Personal tab > Menus.) Open a recently-used program. Access more programs. View and change settings. View Help information for the current screen. 20 Getting Started 1.6 Quick Menu The Quick Menu, located at the top right corner of the Today screen, shows the currently running programs. You can quickly switch between running programs and stop programs when you do not need to use them. Tap this button to open the Quick Menu. Stop all currently running programs. Customize how programs are closed. (See “Using Task Manager” in Chapter 12.) • To switch to a running program, tap the program name. • To stop running a program, tap 1.7 HTC Home HTC Home is a Today screen plug-in that gives you up-to-date local information at a glance, such as time, day and weather information, and shows new messages and missed calls. It also has a customizable launcher where you can add your favorite applications for one-touch access. HTC Home has four components: Home, Weather, Launcher and Sound. At the bottom of HTC Home, there is a toolbar that allows you to switch between these components. Sound HTC Home Toolbar Home Weather Launcher To switch between the different components of HTC Home Do any of the following: • Touch the tabs in the toolbar using your finger. • Tap the tabs in the toolbar using the stylus. • Use the NAVIGATION Control. If the toolbar is not selected, press NAVIGATION up/down first to select the toolbar. Press NAVIGATION left/right to select a tab and then press ENTER. Getting Started 21 Home Home displays the current day, date and local time. When you have new incoming messages and calls, it shows you the number of new e-mails, text messages, and missed calls. If you have set up the alarm, it also shows the Alarm icon. Time display. Touch this display area when you want to change the date or time, or to enable the alarm. Current day and date. Alarm icon. Number of missed calls. Touch this icon to view the Call History. Number of new e-mails. Touch this icon to view your e-mails. Number of new text messages. Touch this icon to view your text messages. Weather Weather shows you the current weather as well as weather information of the next four days of the week. The first time you use this feature, you need to select your city first to get the weather information of your city. To select your city 1. Select the Weather tab ( ). 2. Touch the area that shows Select your city here. 3. On the Select City screen, browse through the list of cities and choose your city. 4. Tap Select. To view weather information After selecting your city, your device automatically connects to the Internet via the data connection and downloads weather information of the current day and the next four days of the week. The current temperature, the highest and lowest temperatures, and a visual indicator of the climate (showing if it’s a cloudy or rainy day, etc.) will be displayed in the Weather tab. 22 Getting Started Shows the time or days that have passed since the last download of weather information. Touch this item to download the latest weather data. Touch this area if you want to select another city. Current day’s weather. Touch this area to view weather information of the next four days of the week. Touch this area to return to the current day’s weather. Weather for the next four days. Note If you have not connected to the Internet and downloaded weather information for five days, the following error message will be displayed: "Unable to retrieve data for selected city. Select here to retry." Use the data connection to connect your device to the Internet, then touch the area that shows the error message to download weather data. To customize weather settings 1. Touch the area that shows the city name. 2. On the Select City screen, select Menu > Weather Options. 3. You can enable or disable the following options: • Download weather data automatically. When this check box is selected, weather information will automatically be downloaded from the AccuWeather Web site whenever you select the Weather tab, if the data has not been updated within the last three hours. Weather data will also be downloaded every time an ActiveSync connection occurs (through over-the-air or USB connection). Clear this check box if you prefer to manually download weather information. • Download when roaming. Select this check box only if you want to allow automatic download of weather data when you’re roaming. This may incur additional costs. • Temperature Scale. Choose whether to display temperature in Celsius or Fahrenheit. Tip To check for more detailed weather information on the AccuWeather Web site, select Menu > About Weather on the Select City screen and then touch the link that shows AccuWeather.com. Internet Explorer Mobile then opens and brings you to the AccuWeather Web site. Getting Started 23 Launcher Launcher allows you to add quick shortcuts to your favorite programs and settings for one-touch access. Quick settings such as Adjust Backlight, Rotate Screen and Lock Device, and a few program shortcuts are added by default. They can be replaced with your preferred settings and programs. Touch a shortcut to remove it. Touch a quick shortcut to open the associated program or apply the associated setting. Remove shortcuts. Touch an empty slot to add a shortcut to a setting or your favorite program. Note Return To replace a shortcut, you need to delete it first and then add a shortcut to your favorite program or setting. Sound Sound lets you quickly set the device volume and change the ring tone of your device. Silent Vibrate Normal Automatic Tap to change the ring tone. • Tap the sound mode icon to set the device to Normal, Silent, Vibrate, or Automatic mode. • Touch the Ringtone area to open the phone sound settings to change the ring tone. Note Tap the Automatic icon to set the device volume to Automatic mode. If Automatic is selected, the device will vibrate during a scheduled event in your calendar; when there is no scheduled event in your calendar, the device will use the Normal mode setting. 24 Getting Started 1.8 TouchFLO™ TouchFLO™ is a special feature that gives you better touch panel experience on your device. With TouchFLO, you can simply use your finger to scroll and pan the screen. TouchFLO also features the Touch Cube where you can launch messaging programs, Internet Explorer® Mobile, and more. You can also add your favorite contacts, play music, and access your pictures and videos. Note Touch Cube is displayed in portrait view only. To be able to open Touch Cube, make sure your display is set to portrait mode. Touch Cube To open the Touch Cube • Slide your finger upward, starting from the bottom of the touch screen where it shows a logo image. To close the Touch Cube • To close the Touch Cube and return to the screen prior to opening the Touch Cube, slide your finger downward on the touch screen. To navigate the Touch Cube The Touch Cube is a three-dimensional, cubic user interface. To flip the interface from one side to another, slide your finger left or right on the touch screen. Getting Started 25 Touch Cube screens There are three sides to the Touch Cube interface: • On the first side of the interface, you can add up to nine favorite contacts. If you make calls or send messages to certain people frequently, you can add them as favorite contacts for quicker access. Note You should already have contacts created or synchronized on your device before you can add them as favorite contacts. For more information about creating contacts, see Chapter 6. For more information about synchronizing your device with the PC, see Chapter 5. For information about synchronizing your device with the Exchange Server, see Chapter 8. Select a contact to access the contact card and make a phone call or send messages. When you add a favorite contact and there is no photo associated to that contact, the contact’s first name (or last name) will be displayed. Select an empty slot to add a favorite contact. Open the Phone program. (See Chapter 3 for details.) Delete favorite contacts. Open Call History. (See Chapter 3 for details.) Open Contacts. (See Chapter 6 for details) Select a favorite contact to remove it. Return to your list of favorite contacts. • The second side of the interface provides quick shortcuts to your e-mail messages, text messages, the Internet, and other applications. Simply touch the icons on the screen to open the corresponding program. 26 Getting Started • On the third side of the interface, you can play back music and access the images and video files on your device. Open Windows Media Player to play back music files. (See Chapter 11 for details.) Open My Pictures folder in Pictures & Videos. (See Chapter 11 for details.) Open My Videos folder in Pictures & Videos. (See Chapter 11 for details.) Finger scrolling and finger panning With TouchFLO, you can use finger scrolling and finger panning when viewing content that cannot be fit entirely on the screen, such as Web pages, documents, and messages. Finger scrolling can also be used to scroll up and down lists such as the contacts list, file list, message list, calendar appointments list, and more. Note Finger scrolling and panning works in both portrait and landscape modes. To use finger scrolling • Slide your finger downward to scroll up the screen. • Slide your finger upward to scroll down the screen. When finger scrolling up and down, slide anywhere within this area. • To scroll towards the left, slide your finger to the right. • To scroll towards the right, slide your finger to the left. • While the screen is scrolling, you can stop the scrolling by pressing your finger on the touch screen. Note Scrollbars shown on the screen indicate that there are more content that cannot be fit on the screen. You can finger-scroll up and down only when there's a vertical scrollbar shown on the screen. Likewise, you can fingerscroll left and right only when there's a horizontal scrollbar. Getting Started 27 To use finger panning • To pan downward, touch and hold on the touch screen then drag your finger upward. • To pan upward, touch and hold on the touch screen then drag your finger downward. • To pan towards the right, touch and hold on the touch screen then drag your finger to the left. • To pan towards the left, touch and hold on the touch screen then drag your finger to the right. • You can also pan diagonally. Note Scrollbars shown on the screen indicate that there are more content that cannot be fit on the screen. You can use finger panning only when there are scrollbars shown on the screen. To continuously pan 1. Drag your finger towards the boundary and hold. The Web page, document, or message that you are viewing then continuously pans. Vertical boundary Horizontal boundary 2. Release your finger to stop panning. TouchFLO settings You can enable or mute the finger scrolling and panning sound. Tap Start > Settings > System tab > TouchFLO then select or clear the Enable sound when finger scrolling and panning check box. 28 Getting Started 1.9 Status Icons The following are some of the status icons that you may see on the device. Icons that appear in this area Icons that appear in this area There are more notifications. Tap the icon to view all. New e-mail or text messages New voice mail New instant message from Live Messenger Missed call Speakerphone on Roaming Alarm Bluetooth stereo headset detected ActiveSync notification Synchronization error. Icons that appear in this area Vibration mode Battery charging Sound on Battery full Sound off Battery very low Icons that appear in this area Icons that appear in this area Data connection is active but idle Data connection is active and transmitting data 1xRTT available EVDO available Connection is active Connection is not active Synchronization in progress Maximum signal strength No signal Phone is turned off No phone service. Searching for phone service Voice call in progress Getting Started 29 1.10 Programs The following are programs that are preinstalled on your device. Programs in the Start Menu Icon Description Office Mobile Use the complete suite of Microsoft® Office applications for your mobile device. Excel Mobile Create new workbooks or view and edit Microsoft® Office Excel® workbooks. PowerPoint Mobile View Microsoft® Office PowerPoint® slides and presentations. Word Mobile Create, view, and edit Microsoft® Office Word documents. Calendar Keep track of your appointments and create meeting requests. Contacts Keep track of your friends and colleagues. Internet Explorer Mobile Browse Web and WAP sites as well as download new programs and files from the Internet. Messaging Send and receive e-mail and text messages. Phone Make and receive calls, switch between calls, and set up conference calling. Help See Help topics for the current screen or program. Programs screen Icon Description Games Play two pre-installed games: Bubble Breaker and Solitaire. ActiveSync Synchronize information between your device and a PC or the Exchange Server. Adobe Reader LE View PDF (Portable Document Format) files on your device. Bluetooth Explorer Search for other Bluetooth devices that have file sharing enabled and access their Bluetooth shared folder. Calculator Perform basic arithmetic and calculations, such as addition, subtraction, multiplication, and division. Camera Take photos or shoots video clips with accompanying audio. Comm Manager Manage your device’s connections (including Bluetooth and ActiveSync), turn the phone on or off, switch to ringer/vibration mode, enable or disable the Direct Push function, and more. File Explorer Organize and manage files on your device. Java Download and install Java applications, such as games and tools, on your device. Messenger Use this mobile version of Windows Live Messenger to send and receive instant messages on your device. 30 Getting Started Icon Description MP3 Trimmer Trim MP3 files that are stored in your device. Notes Create handwritten or typed notes, drawings, and voice recordings. Pictures & Videos View, organize, and sort pictures, animated GIFs, and video files on your device or a storage card. Search Search contacts, data, and other information on your device. Tasks Keep track of your tasks. Text Messages Retry Resend SMS messages that failed delivery. Voice Recorder Record your voice, play it back, then send it via e-mail or beaming. You can also set the recorded voice as your ring tone. Voice Speed Dial Record voice tags so that you can dial a phone number or launch programs simply by speaking a word. Voice SpeedDial Switch Enable or disable Voice Speed Dial to be launched. Windows Live Use this mobile version of Windows Live™ to find information on the Web. It also lets you sign into your Windows Live account so that you can access your Live Mail messages and send/receive instant messages in Live Messenger. Windows Media Player Mobile Play back audio and video files. WModem Connect your notebook computer to the Internet using your device’s data connection. ZIP Save memory and free up storage space on your device by compressing files in the conventional ZIP format. Getting Started 31 1.11 Settings You can adjust the device settings to suit the way you work. To see all available settings, tap Start > Settings, then tap the Personal, System, and Connections tabs located at the bottom of the screen. Personal tab Icon Description Buttons Assign a program or function to the hardware button. Input Set options for each of the input methods. Lock Set a password for your device. Menus Set what programs will appear in the Start menu. Owner Information Enter your personal information on your device. Phone Customize phone settings such as ring tone, and more. Sounds & Notifications Enable sounds for events, notifications, and more, and set the type of notification for different events. Today Customize the appearance and the information to be displayed on the Today screen. Voice Speed Dial Create voice tags for voice dialing contacts and SIM contacts as well as for launching programs. System tab Icon Description About This is where you can see basic information such as the Windows Mobile version and type of processor used on your device. You can also specify a name for your device. Backlight Set the backlight timeout and adjust brightness. Certificates See information about certificates that are installed on your device. Clear Storage Tap this icon only when you need to remove all your data and files from the memory and reset your device to factory default settings. Clock & Alarms Set the device clock to the date and time of your locale or to a visiting time zone when you’re traveling. Alarms can also be set at specified days and times of a week. Customer Feedback Send feedback to the Customer Experience Improvement Program of Microsoft. Device Information See information about the firmware version, hardware, identity, and the duration of calls made on your device. Encryption Allow files on your storage card to be encrypted. Encrypted files will be readable only on your device. Error Reporting Enable or disable the device's error reporting function. When this function is enabled and a program error occurs, technical data about the state of the program and your computer will be logged in a text file and delivered to Microsoft's technical support if you choose to send it. 32 Getting Started Icon Description External GPS Set the appropriate GPS communication ports, if required. You may need to do this when there are programs on your device that access GPS data or you have connected a GPS receiver to your device. See Help for details. Key Lock Lock the buttons on your device except for the POWER button when the device is in Sleep mode. This ensures you will not switch the device on by accident and consume unnecessary power. Memory Check the device memory allocation status and memory card information. You can also stop currently running programs. Power Check the remaining battery power. You can also set the timeout for turning off the display (switching device to Sleep mode) to conserve battery power. Regional Settings Set the regional configuration to use, including the format for displaying numbers, currency, date, and time on your device. Remove Programs Remove programs that you installed on your device. Screen Change the screen orientation, re-calibrate the screen, and change the screen text size. Task Manager Stop running programs and set the Exit button ( ) to end programs immediately when you tap the button. For more information, see "Using Task Manager" in Chapter 12. TouchFLO You can enable or mute the finger scrolling and panning sound. See "TouchFLO settings" in this chapter for details. Windows Update Update Windows Mobile® on your device with security patches or fixes, if they are available. Connections tab Icon Description Beam Set your device to receive incoming Bluetooth beams. Bluetooth Turn Bluetooth on, set your device to visible mode, and scan for other Bluetooth devices. Comm Manager Manage your device’s connections (including Bluetooth and ActiveSync), turn the phone on or off, switch to ringer/vibration mode, enable or disable the Direct Push function, and more. Connections Set up one or more types of modem connections for your device, such as phone dial-up, and more, so that your device can connect to the Internet or a private local network. Network Cards Configure the network adapter of the device. USB to PC Set a USB serial connection between your device and PC when there are problems connecting ActiveSync. Chapter 2 Entering and Searching Information 2.1 Entering Information 2.2 Using the On-screen Keyboard 2.3 Using Letter Recognizer 2.4 Using Block Recognizer 2.5 Using Transcriber 2.6 Searching Information 34 Entering and Searching Information 2.1 Entering Information When you start a program or select a field that requires text or numbers, the Input Panel icon becomes available on the menu bar. Tap the Input Selector arrow (that appears next to the Input Panel icon) to open a menu where you can select a text input method and customize input options. After selecting a text input method, the corresponding Input Panel is then displayed and you can use it to enter text. To toggle between showing and hiding the Input Panel, simply tap the Input Panel icon. Input Panel (Keyboard) Input Selector arrow Input Panel icon Icon Input method On-screen Keyboard Letter Recognizer or Block Recognizer Transcriber Note Some text input methods may not be available in certain language versions of the device. 2.2 Using the On-screen Keyboard The on-screen Keyboard is available when text entry is possible. You can enter text by tapping keys on the keyboard that are displayed on the screen. To enter text using the on-screen Keyboard 1. In a program, tap the Input Selector arrow, and tap Keyboard. 2. Enter text by tapping keys on the on-screen Keyboard. To enlarge the on-screen Keyboard 1. Tap the Input Selector arrow, then tap Options. 2. In the Input method list, select Keyboard. 3. Tap Large keys. Entering and Searching Information 35 2.3 Using Letter Recognizer With Letter Recognizer, you can write individual letters, numbers, and punctuation, which are then converted into typed text. To use Letter Recognizer 1. From a program, tap the Input Selector arrow, and tap Letter Recognizer. 2. Write characters, numbers, and symbols in the designated writing area. • Enter capital letters by writing in the ABC (left) area of the box. • Enter lower case letters by writing in the abc (middle) area of the box. • Enter numbers by writing in the 123 (right) area of the box. • Enter punctuation and symbols by tapping in either area of the box and then writing the desired character. Note Letter Recognizer is available when text entry is possible. Tip For help with writing characters, tap the question mark near the writing area. 2.4 Using Block Recognizer With Block Recognizer, you use a single stroke to write letters, numbers, symbols, and punctuation, which are then converted into typed text. To use Block Recognizer 1. From a program, tap the Input Selector arrow, and tap Block Recognizer. 2. Write characters, numbers, and symbols in the designated writing area. • Enter letters by writing in the abc (left) area of the box. • Enter numbers by writing in the 123 (right) area of the box. • Enter symbols and punctuation by tapping in either area of the box and then writing the desired character. Note Block Recognizer is available when text entry is possible. Tip For help with writing characters with Block Recognizer, tap the question mark near the writing area. 2.5 Using Transcriber Transcriber is a handwriting recognition program that allows you to write in cursive, print, or a combination of both. To write using Transcriber 1. Start a program that accepts user input, such as Word Mobile. 2. Tap the Input Selector arrow, and tap Transcriber. The Transcriber introductory screen appears. 3. Position the cursor where you want text to appear. 4. Use the stylus to write anywhere on the screen. The handwriting will be converted to text shortly after you lift the stylus from the screen. 36 Entering and Searching Information To enter punctuation and symbols Transcriber comes with an on-screen keyboard that provides an easy way to add punctuation or a special symbol to existing text. To use this on-screen keyboard, tap on the Transcriber toolbar. The keyboard remains visible until you tap the button again. Tips • To reposition the keyboard, tap and hold the title bar, then drag to the desired location. • When no text is selected, you can also open the keyboard by doing the about using Transcriber gestures, see Help on your device. gesture. For more information To edit text 1. In a program, draw a line across the text you want to edit. 2. After you lift the stylus from the screen, the line will disappear and the selected text will be highlighted. 3. Do either of the following: • Rewrite the text. • Use gestures to capitalize letters, insert a space, and so on. For information about using Transcriber gestures, see Help on your device. 2.6 Searching Information You can search for files and other items stored in My Documents folder or on an installed storage card of your device. You can search by file name or by words located in the item. For example, you can search in e-mail messages, notes, appointments, contacts, and tasks, as well as in online Help. To search for a file or an item 1. Tap Start > Programs > Search. 2. In the Search for field, you can: • Enter the file name, word, or other information you want to search for. • Tap the down arrow icon ( ), and from the list, select one item that you have looked for before. 3. In the Type field, you can tap the down arrow icon ( narrow your search. ) and select a data type from the list to help 4. Tap Search. The system then starts searching the matched files in the My Documents folder and subfolders. 5. In the Results list, tap the item you want to open. Note The storage card symbol ( or ) is displayed next to the names of files saved on a storage card. Chapter 3 Using Phone Features 3.1 Using the Phone 3.2 Making a Call 3.3 Receiving a Call 3.4 Smart Dialing 3.5 Additional Dialing Information 38 Using Phone Features 3.1 Using the Phone Like a standard mobile phone, you can use your device to make, receive, and keep track of calls and send messages. The Phone screen From the Phone screen, you can access Call History, Speed Dial, and Phone settings. To open the Phone screen, do one of the following: • Tap Start > Phone; or • Press the TALK button. TALK button Turn the phone function on and off In many countries, you are required by law to turn off the phone while on board an aircraft. To turn off the phone function 1. Tap Start > Programs > Comm Manager or tap Start > Settings > Connections tab > Comm Manager. 2. On the Comm Manager screen, tap the Phone button to turn off the phone function. The icon indicates the phone function is turned off. To resume call function • Turn on the phone function by tapping the Phone button again on the Comm Manager screen. The icon indicates the phone function is turned on. Flight mode Another way to turn off the phone function is to switch your device to Flight mode. To enable Flight mode When you enable Flight mode, it turns off all wireless radios on your device, which include the phone function and Bluetooth. 1. Tap Start > Programs > Comm Manager or tap Start > Settings > Connections tab > Comm Manager. 2. On the Comm Manager screen, tap the Flight Mode button to enable Flight mode. The icon indicates that Flight mode is enabled. To disable Flight mode When you disable Flight mode, it turns the phone function back on. This also restores the previous state of Bluetooth. • Disable Flight mode by tapping the Flight Mode button again on the Comm Manager screen. The icon indicates that Flight mode is disabled. Using Phone Features 39 Adjust the device volume 1. Tap the Speaker icon ( ). 2. Under Volume, do the following: Notes • Adjust the phone volume ( ) or device volume ( by moving the slider to the desired volume level. • Tap On, Vibrate, or Off to change both the system and ringer volume settings. • To adjust the conversation phone volume, you must do it during a call. Adjusting the volume at another time will affect the ring, notification, and MP3 sound levels. • When you activate Vibrate mode, sound will automatically be muted and your device will vibrate when an incoming call is received. The Vibrate icon ( activated. ) will appear in the title bar to indicate that Vibrate mode is 3.2 Making a Call With your device, you can make a call from Phone, Contacts, Speed Dial, and Call History. Make a call from Phone 1. Tap Start > Phone or press the TALK button. 2. On the Phone keypad, simply touch the keys with your finger or tap the keys using the stylus to enter the phone number. 3. Press the TALK button on your device to place the call. Tip If you tap a wrong number, tap Delete ( ) to erase each subsequent digit of a number. To erase the entire number, tap and hold Delete. Make a call from Contacts Tap Contacts on the Today screen or tap Start > Contacts, then do one of the following: • Press NAVIGATION up or down to select a contact, and press TALK. • Tap the desired contact in the contacts list, and tap the phone number that you want to call. • Tap and hold the desired contact, and on the shortcut menu, tap Call Work, Call Home, or Call Mobile. To choose one of the numbers of a contact to dial By default, the mobile phone number (m) of a contact is dialed when you make a call from Contacts. However, you can specify that a different phone number is dialed instead. 1. Tap Start > Contacts. 2. Press NAVIGATION up or down to select the contact. 3. Press NAVIGATION left or right. The letters representing the number will change as you scroll through them. 40 Using Phone Features Make a call from TouchFLO To place a call to a favorite contact that you added to TouchFLO’s Touch Cube, follow these steps: 1. Open the Touch Cube by sliding your finger upward, starting from the bottom of the touch screen where it shows a logo image. (See Chapter 1 for detailed instructions.) 2. Slide your finger left or right to rotate the cube and navigate to the screen where it shows your favorite contacts. 3. Touch the photo or name of the favorite contact whom you want to call. 4. The contact card of your selected favorite contact is then displayed. Touch one of the phone numbers that you want to dial. Make a call from Call History 1. On the Phone screen, tap the Call History button ( ) or tap Menu > Call History. 2. You can either finger-scroll through all calls in Call History, or tap Menu > Filter and select from a category of call types. 3. Finger-scroll to the desired contact or phone number, and tap Call. One-touch Speed Dial Use Speed Dial to call frequently-used numbers with a single tap. For example, if you assign a contact to the location 2 in Speed Dial, you can simply tap and hold the key on the Phone screen to dial the contact’s number. To create a Speed Dial entry Before you can create a Speed Dial entry, the number must already exist in Contacts. 1. On the Phone screen, tap Menu > Speed Dial. 2. Tap Menu > New. 3. Tap a contact. Select the phone number that you want to add to be assigned with a speed dial key. 4. In the Location box, select an available key to use as the speed dial key. Note If you want to place a phone number in a position that is already occupied, the new number will replace the number that is already there. Tip To delete a Speed Dial entry, in the Speed Dial list, tap and hold the desired entry, and tap Delete. To call voicemail The location 1 is generally reserved for your voicemail. Tap and hold the call voicemail. key on the Phone screen to Using Phone Features 41 3.3 Receiving a Call When you receive a phone call, a message will appear, giving you the option to either answer or ignore the incoming call. To answer or reject an incoming call • To answer the call, tap Answer, or press TALK on the device. • To reject the call, tap Ignore, or press END on the device. To end a call Once an incoming or outgoing call is in progress, you can tap End or press END on the device to hang up. To check a missed call You will see the icon on top of the screen when you missed a call. To check who the caller is: • Tap the icon , then tap View; or • On the Phone screen, tap the Call History button ( incoming and outgoing calls in Call History. ). You can view missed calls as well as To put a call on hold Your device notifies you when you have another incoming call, and gives you the choice of rejecting or accepting the call. If you are already on a call and accept the new call, you can choose to switch between the two callers, or set up a conference call between all three parties. 1. Tap Answer to take the second call, and put the first one on hold. 2. To end the second call and return to the first call, tap End or press END on the device. To switch between two calls • Tap Swap. To set up a conference call 1. Either put a call on hold, and dial a second number; or, accept a second incoming call when you already have one in progress. 2. Tap Menu > Conference. Note Not all service providers support conference calling. Contact your service provider for details. To turn on and off the Speakerphone The built-in Speakerphone on your device allows you to talk hands-free or lets other people listen to the conversation. • During a call, tap Speaker On, or press and hold TALK until the speakerphone turns on. The speakerphone icon ( • ) appears in the title bar. To turn off the speakerphone, tap Speaker Off, or press and hold TALK again until the speakerphone turns off. Warning! To avoid damage to your hearing, do not hold your device against your ear when the Speakerphone is turned on. 42 Using Phone Features To mute a call You can turn off the microphone during a call, so that you can hear the caller but the caller cannot hear you. • During a call, tap Mute. • When the microphone is turned off, the mute icon ( ) appears on the screen. Tap Unmute to turn on the microphone again. 3.4 Smart Dialing Smart Dialing makes it easy for you to dial a phone number. When you start entering a phone number or contact name, Smart Dialing will automatically search and sort the Smart Dialing panel contact entries in Contacts and the phone numbers in Call History (including incoming, outgoing, and missed calls). You can then select the desired number or contact from the filtered list to dial. Tips on using Smart Dialing Smart Dialing starts looking for numbers or contacts that match the sequence you have entered. Below are some tips on how to use Smart Dialing to quickly find a desired phone number or contact. To find a phone number • Simply enter the first one or two digits to find a phone number in Call History. • Enter the first three digits or more if you want to find a phone number from the saved contacts on your device. To find a contact name You can just enter the first letter of a contact’s first name or surname. Smart Dialing will search for the letter starting from the first character of a contact name as well as from the character that appears after a space, dash, or underscore in a contact name. For example, if you tap number “2” which is associated with [a, b, c] on the Phone keypad, contact names such as the following will be considered matches: “Ben Miller”, “George Adams”, “John-Carter”, “Carter, Ellen”, “Dixon, Allan”, “Thomas_Clark”, “JaneCampbell”. If the matching list is long and you want to narrow down the search further, enter another letter. Using the same example above, if you continue to tap “3” which is associated with [d, e, f ], the matching list will be narrowed down to the following names: “Ben Miller”, “George Adams”, “Carter, Ellen”, “Dixon, Allan”. Make a call or send a text message using Smart Dialing 1. Press the TALK button on your device to open the Phone screen. 2. Begin entering the first few numbers or characters. When you start entering a number or letter, the Smart Dialing panel will display matches found. 3. In the Smart Dialing panel, browse the list by sliding your finger or the stylus up or down or by pressing NAVIGATION up or down. Using Phone Features 43 4. You can do one of the following: • When the desired contact is selected, press the TALK button to place a call. • To send a text message to the selected contact, tap and hold the contact, and tap Send Text Message. • To call a different phone number associated with the selected contact, tap and hold the selected contact, and tap the phone number you want to call. Tap and hold the contact to pop up the shortcut menu. Tip To view or edit information associated with the selected contact, tap the contact’s name on the shortcut menu (applies only to entries stored in Contacts on your device). Set up Smart Dialing 1. On the Phone screen, tap Menu > Smart Dialing Options. 2. On the Options tab, select the Enable Smart Dialing check box. • Select the Automatically expand selected contact check box to enable a contact’s name and phone number to be displayed when the contact is selected in the matching list. • Select the Enable drag-scroll check box to scroll in the matched list by dragging. • Select the Enable double-click for dialing check box to make a voice call by double-tapping the item in the matched list. 3.5 Additional Dialing Information Make an emergency call • Enter the international emergency number for your locale, and press the TALK button on your device. Make an international call 1. Tap and hold the key on the Phone keypad until the + sign appears. The + replaces the international prefix of the country that you are calling. 2. Enter the full phone number you want to dial, and press the TALK button on your device. The full phone number includes country code, area code (without the leading zero, if any) and phone number. 44 Using Phone Features Chapter 4 Setting Up Your Device 4.1 Basic Settings 4.2 Personalizing the Today Screen 4.3 Customizing Phone Services 4.4 Protecting Your Device 46 Setting Up Your Device 4.1 Basic Settings Time and date To set the time and date 1. Tap Start > Settings > System tab > Clock & Alarms > Time tab. 2. Select the correct time zone and change the date or time. Note During synchronization, the time on your device is updated with the time on your PC. To set the time and date for a different location If you visit or communicate with someone in a particular time zone often, you can select it as your visiting time zone. 1. Tap Start > Settings > System tab > Clock & Alarms > Time tab. 2. Tap Visiting. 3. Select the correct time zone and change the time or date. Regional settings The style in which numbers, currency, dates, and times are displayed is specified in regional settings. 1. Tap Start > Settings > System tab > Regional Settings. 2. On the Region tab, select your region from the list. Note This does not change the Operating System language of your device. 3. The region you select determines which options will be available on the other tabs. 4. To customize settings further, tap the appropriate tabs and select the desired options. Display settings To adjust screen brightness • On the Today screen, tap the Launcher tab of HTC Home, and then tap the Backlight Adjust icon ) to toggle among the brightness levels; or • Tap Start > Settings > System tab > Backlight > Brightness tab and then move the slider to adjust the brightness. To set the backlight to dim after a time delay 1. Tap Start > Settings > System tab > Backlight. 2. Tap the Battery power tab, or the External power tab. 3. Select the Turn off backlight if device is not used for check box, and specify the time delay. To increase or decrease the size of text on the screen 1. Tap Start > Settings > System tab > Screen > Text Size tab. 2. Move the slider to increase or decrease the text size. Setting Up Your Device 47 Device name The device name is used to identify your device in the following situations: • Synchronizing with a PC • Connecting to a network • Restoring information from a backup Note If you synchronize multiple devices with the same PC, each device must have a unique name. To change the device name 1. Tap Start > Settings > System tab > About. 2. Tap the Device ID tab. 3. Enter a name. Note The device name must begin with a letter, consist of letters from A to Z, numbers from 0 to 9, and cannot contain spaces. Use the underscore character to separate words. Ringer settings To change the ring type and ring tone 1. On the Phone screen, tap Menu > Options > Phone tab. 2. In the Ring type list, choose whether to be notified of incoming calls by a ring, a vibration, or a combination of both. 3. In the Ring tone list, tap the sound you want to use. Tip You can use *.wav, *.mid, *.mp3, *.wma, or other types of sound files that you downloaded from the Internet or copied from your PC as ring tones. For a complete list of supported audio file formats for ring tones, see "Specifications" in the Appendix. To use your sound files as ring tones, copy them first to the /Windows/Rings folder on your device, then select the sound from the Ring tone list of your device. For more information about copying files, see Chapter 9. Alarms and notifications To set an alarm 1. Tap Start > Settings > System tab > Clock & Alarms > Alarms tab. 2. Tapand enter a name for the alarm. 3. Tap the day of the week for the alarm. You can select multiple days by tapping each desired day. 4. Tap the time to open a clock and set the time for the alarm. 5. Tap the alarm icon ( ) to specify the type of alarm you want. You can choose a flashing light, a single sound, a repeating sound, or vibration. 6. If you choose to play a sound, tap the list next to the Play sound check box and tap the sound you want. 48 Setting Up Your Device To choose how to be notified about events or actions 1. Tap Start > Settings > Personal tab > Sounds & Notifications. 2. On the Sounds tab, choose how you want to be notified by selecting the appropriate check boxes. 3. On the Notifications tab, in Event, tap an event name and choose how you want to be notified by selecting the appropriate check boxes. You can choose from several options, such as a special sound, a message, or a flashing light. Tip Turning off sounds and the flashing light helps conserve battery power. 4.2 Personalizing the Today Screen The Today screen shows your upcoming appointments, active tasks, and information about incoming messages. You can customize what to display on the Today screen. To customize the Today screen 1. Tap Start > Settings > Personal tab > Today. 2. On the Appearance tab, select the desired theme for the background of the Today screen. 3. On the Items tab, select the items you want to appear on the Today screen. To use a custom background image You can use one of your own pictures as the background image on the Today screen. 1. Tap Start > Settings > Personal tab > Today. 2. Select the Use this picture as the background check box, and tap Browse to view a list of your picture files. 3. Tap the file name of the picture you want to use. 4. Tap OK. To display owner information Having owner information displayed on the Today screen makes it easier for someone to return your device to you if it is lost. 1. Tap Start > Settings > Personal tab > Owner Information. 2. On the Identification tab, enter your personal information. Tips • If you don’t see owner information on the Today screen, tap Start > Settings > Personal tab > Today. On the Items tab, select the Owner Info check box. • You can set your device to display the ‘my info’ screen when your device is turned on. This screen shows your complete personal information. To display the 'my info' screen, tap Start > Settings > Personal tab > Owner Information > Options tab then select the Identification information check box. To set options for displaying appointments on the Today screen If you have a large number of appointments, you may want to specify the kind of appointments that are displayed on the Today screen. 1. Tap Start > Settings > Personal tab > Today. 2. Tap the Items tab. 3. Select Calendar and tap Options. 4. Do any of the following: Setting Up Your Device 49 • Select Next appointment to show only the next appointment in your schedule, or Upcoming appointments to show multiple appointments. • Clear the Display all day events check box if you do not want to display all-day events. For more information about using Calendar, see Chapter 6 and 8. To set options for displaying tasks on the Today screen If you have a large number of tasks, you may want to specify the kind of tasks that are displayed on the Today screen. 1. Tap Start > Settings > Personal tab > Today. 2. Tap the Items tab. 3. Select Tasks and tap Options. 4. Do any of the following: • Under Display number of, select the type of tasks you want to appear on the Today screen. • In the Category list, select whether to display only tasks assigned to a specific category or to display all tasks. For more information about creating tasks on your device, see Chapter 6. Customize the Start menu You can choose which items appear in the Start menu. 1. Tap Start > Settings > Personal tab > Menus. 2. Select the check boxes of the items you want to appear in the Start menu. You can select up to seven items. Tip You can also create folders and shortcuts to appear on the Start menu. Using Windows Explorer on your PC, navigate to the /Windows/Start Menu folder of your device, then create the folders and shortcuts that you want. You will see the added items on your device after you synchronize. For information about synchronizing your device with the computer, see Chapter 5. 4.3 Customizing Phone Services To access phone settings and services • Tap Start > Phone, then tap Menu > Options on the Phone screen; or • Tap Start > Settings > Phone. To enable optional phone services Optional phone services can be easily activated and used on your device if provided by your wireless service provider. Some of these services may not be available on your device. Contact your service provider first to ask about the availability of these services. 1. Tap Start > Settings > Personal tab > Phone > Services tab. 2. Select the service you want to use, then tap Get Settings. 3. Select desired options for the service, then tap OK. The following are some of the optional phone services that you may find on your device. For more information about how to customize the settings of each service, see Help on your device. 50 Setting Up Your Device Phone Services Usage Location Setting Allow the mobile phone network to detect your current location via your device’s built-in GPS chip. This is especially useful in times of emergency. On the upper right of the Phone screen, one of these icons will be shown: ON (your location can be detected) OFF (your location cannot be detected except by 911) Network Service Choose whether to restrict your device to phone calls from your home network only. TTY Mode Allow the use of a TTY (teletypewriter) device with the PDA phone for users who are visually or hearing impaired. Time Synchronization Choose whether or not to synchronize the time on your device with the mobile network. Plus Code Dialing This allows easy dialing when making international calls. For more information, see "To customize plus code dialing". Tip For more information about how to customize the settings of optional phone services, see Help on your device. To customize plus code dialing You can customize how phone numbers that begin with a plus “+” sign will be dialed. 1. Tap Start > Settings > Personal tab > Phone > Services tab, or tap Menu > Options on the Phone screen and then tap the Services tab. 2. Select Plus Code Dialing, then tap Get Settings. The following screen then appears: 3. To place local and international calls from the United States, select Enable under North American dialing. When you place calls, the “+” sign at the beginning of phone numbers that you dial will be replaced as follows: • When you enter a long distance phone number that starts with “+1”, the “+” will be removed and the rest of the number will be dialed. For example, if you entered +1 416 123 4567, the number to be dialed will be 14161234567. • When you enter an international phone number that starts with a “+” followed by a digit other than 1, the “+” will be replaced with the United States international dialing code, which is already set by default. For example, if you entered +58 212 123 4567, the number to be dialed will be 011582121234567. 4. To place calls to the United States from another country, select Disable under North American dialing and change the international dialing code to the one used by the country where you are in. So when you dial a phone number that starts with “+” followed by any digit (0 - 9), the “+” will be replaced with the international dialing code of the country where you are in. Tip If you modified the international dialing code, you can tap Reset to change it back to the default. Setting Up Your Device 51 4.4 Protecting Your Device Protect your device with a password You can prevent unauthorized access to your device by using password protection. To keep your data more secure, you can set your device to prompt for a password every time the device is turned on or when your device has been idle after a specified amount of time. To set a device password 1. Tap Start > Settings > Personal tab > Lock. 2. elect the Prompt if device unused for check box, and in the box to the right, select how long your device must be idle before a password is required. In the Password type box, select the type of password you would like to use. Enter the password and, if necessary, confirm the password. If your device is configured to connect to a network, use an alphanumeric password for increased security for your device. 3. On the Hint tab, enter a phrase that will help you remember your password, but does not allow others to guess your password. The hint will be displayed after the wrong password is entered four times. 4. Tap OK. The next time the device is turned on, you will be prompted to enter your password. Notes • Each time a wrong password is entered, the device response time gets longer until the device appears to be not responding. • If you forget your password, you must follow the instructions in this user manual to clear the memory before you can access your device. To change your password 1. Tap Start > Settings > Personal tab > Lock. You will be prompted to enter your current password. 2. In the Password box, enter your new password. 3. Tap OK. Encrypt files on your storage card You can set your device to encrypt files as they are saved on the storage card. 1. Tap Start > Settings > System tab > Encryption. 2. Select Encrypt files placed on storage cards. Notes • Encrypted files can be read only on the device that encrypted them. • Encrypted files are opened just like other files, provided you are using the device that encrypted them. There is no separate step for you to take to read these files. Important Before using Clear Storage, using hard reset or updating the ROM system software, please make sure the Encrypt files on your storage card check box is not selected. Otherwise you will no longer be able to access the storage card. To encrypt files on the storage card after Clear Storage, hard reset or updating the ROM system software, reselect the Encrypt files on your storage card check box. 52 Setting Up Your Device Chapter 5 Synchronizing Information With Your Computer 5.1 About Synchronization 5.2 Setting Up Windows Mobile® Device Center on Windows Vista™ 5.3 Setting Up ActiveSync® on Windows XP® 5.4 Synchronizing With Your Computer 5.5 Synchronizing via Bluetooth 5.6 Synchronizing Music and Video 54 Synchronizing Information With Your Computer 5.1 About Synchronization You can take information from your computer wherever you go by synchronizing them to your device. The following types of information can be synchronized between your computer and your device: • Microsoft Outlook® information, which include Outlook e-mail, contacts, calendar, tasks, and notes • Media, such as pictures, music and video • Favorites, which are the bookmarked links to your favorite Web sites • Files, such as documents and other files Before you can synchronize, you need to install and set up first the synchronization software on your computer. For more information, see “Setting Up Windows Mobile Device Center on Windows Vista™” and “Setting Up ActiveSync® on Windows XP®”. Ways to synchronize After you have installed the synchronization software to your computer, connect and synchronize your device with your computer by using one of the following methods: • Connect and synchronize using the supplied USB sync cable. Upon connecting the sync cable to your device and your computer, the synchronization process starts automatically. • Connect and synchronize using Bluetooth. You must first set up a Bluetooth partnership between your device and your computer before you can synchronize information between them using Bluetooth. For more information about setting up a Bluetooth partnership, see Chapter 10. For information about synchronizing through Bluetooth, see “Synchronizing via Bluetooth” later in this chapter. Try to synchronize frequently in order to keep information up-to-date in both your device and your computer. Note You can also synchronize Outlook e-mail, contacts, calendar, and tasks on your device with the Exchange Server at your work. For more information about setting up your device to synchronize with the Exchange Server, see Chapter 8. 5.2 Setting Up Windows Mobile® Device Center on Windows Vista™ Microsoft Windows Mobile® Device Center is the replacement for Microsoft® ActiveSync® on Windows Vista™. Note Some versions of Windows Vista come with Windows Mobile Device Center already installed. If Windows Mobile Device Center is not available on your Windows Vista, you can install it from the Getting Started Disc that came with your device. Set up synchronization in Windows Mobile Device Center When you connect your device to your PC and start Windows Mobile Device Center for the first time, you are asked to create a Windows Mobile partnership with your device. Follow the steps below to create a partnership. 1. Connect your device to your PC. Windows Mobile Device Center configures itself and then opens. 2. On the license agreement screen, click Accept. 3. On the Windows Mobile Device Center’s Home screen, click Set up your device. Synchronizing Information With Your Computer 55 Note Choose Connect without setting up your device if you only want to transfer media files, check for updates, and explore your device but not sync Outlook information. 4. Select the items you want to synchronize, then click Next. 5. Enter a device name and click Set Up. When you finish the setup wizard, Windows Mobile Device Center synchronizes your device automatically. Notice that Outlook e-mails and other information will appear on your device after synchronization. Use Windows Mobile Device Center To open Windows Mobile Device Center, click Start > All Programs > Windows Mobile Device Center on your Windows Vista computer. On Windows Mobile Device Center, you can do the following: • Click Mobile Device Settings to change synchronization settings. • When you click Pictures, Music and Video > ___ new pictures/video clips are available for import, a wizard guides you to tag and transfer photos from your device to the Photo Gallery on your Windows Vista PC. • Click Pictures, Music and Video > Add media to your device from Windows Media Player to synchronize music and video files using Windows Media™ Player. For more information, see “Windows Media® Player Mobile” in Chapter 11. • Click File Management > Browse the contents of your device to view documents and files from your device. Note See Windows Mobile Device Center Help for more information. 56 Synchronizing Information With Your Computer 5.3 Setting Up ActiveSync® on Windows XP® The Getting Started Disc that comes with your device contains Microsoft ActiveSync 4.5 or later. Follow the steps in this section to install and set up ActiveSync on Windows XP or other compatible Windows systems. Note For a list of compatible Windows systems, please go to http://www.microsoft.com/windowsmobile/activesync/activesync45.mspx. Install ActiveSync 1. Insert the Getting Started Disc into the disc drive on your PC. 2. Click Setup and Installation. 3. Select the ActiveSync check box and click Install. 4. Read the license terms and click Accept. 5. When installation is complete, click Done. 6. On the Getting Started with Windows Mobile screen, click Close. Set up synchronization in ActiveSync Follow the steps below to set up a synchronization partnership. 1. Connect your device to your PC. The Synchronization Setup Wizard automatically starts and guides you to create a synchronization partnership. Click Next to proceed. 2. To synchronize your device with your PC, clear the Synchronize directly with a server running Microsoft Exchange check box then click Next. 3. Select the information types that you want to synchronize then click Next. 4. Select or clear the Allow wireless data connections check box according to your preference. 5. Click Finish. When you finish the wizard, ActiveSync synchronizes your device automatically. Notice that Outlook e-mails and other information will appear on your device after synchronization. 5.4 Synchronizing With Your Computer Connect and synchronize your device with your PC using the USB cable or Bluetooth connection. Start and stop synchronization You can manually synchronize either from your device or PC. From your device • Tap Start > Programs > ActiveSync., then tap Sync. To end synchronization before it completes, tap Stop. Tip To delete a partnership with one PC completely, disconnect your device from that PC first. In ActiveSync on your device, tap Menu > Options, tap the computer name, then tap Delete. From Windows Mobile Device Center 1. Click Start > All Programs > Windows Mobile Device Center. 2. Click at the lower left of the Windows Mobile Device Center. To end synchronization before it completes, click Synchronizing Information With Your Computer 57 From ActiveSync on your PC When you connect your device to your PC, ActiveSync automatically opens on your PC and synchronizes. • To manually start synchronization, click • To end synchronization before it completes, click Change which information is synchronized You can change the information types and the amount of information to synchronize for each type either on your device or your PC. Follow the steps below to change synchronization settings on your device. Note Before changing synchronization settings on your device, disconnect it from your PC. 1. In ActiveSync on your device, tap Menu > Options. 2. Select the check box for any items you want to synchronize. If you cannot select a check box, you might have to clear the check box for the same information type elsewhere in the list. 3. To change synchronization settings for an information type, for instance, E-mail, select it and tap Settings. You can then set the download size limit, specify the time period of information to download, and more. Notes • Some information types such as Favorites, Files and Media cannot be selected in ActiveSync Options on your device. You can only select or clear these items from your PC’s Windows Mobile Device Center or ActiveSync. • A PC can have sync partnerships with many different Windows Mobile powered devices, but a device can have sync partnerships with at most two PCs only. To ensure that your device will synchronize properly with both PCs, set up the second PC using the same synchronization settings you used on the first PC. • Outlook e-mail can be synchronized with only one computer. Troubleshoot sync connection problem When the PC is connected to the Internet or a local network, in some cases, the PC may disconnect the connection with your device in favor of the Internet or network connection. If this happens, tap Start > Settings > Connections tab > USB to PC, then clear the Enable advanced network functionality check box. This makes your PC utilize a serial USB connection with your device. The USB to PC ( ) icon appears on the Today Screen when serial USB connection is used. 5.5 Synchronizing via Bluetooth You can connect and synchronize your device with the PC using Bluetooth. To synchronize with a computer via Bluetooth 1. Set up Windows Mobile Device Center or ActiveSync on your PC to synchronize through Bluetooth. See the program’s Help for instructions. 2. On your device, tap Start > Programs > ActiveSync. 3. Make sure that Bluetooth on both your device and the computer are turned on and set to visible mode. For more information, see “Bluetooth” in Chapter 10. 4. Tap Menu > Connect via Bluetooth. Make sure the Bluetooth function of both your device and the computer are turned on and set to visible mode. 5. If this is the first time you have connected to this computer via Bluetooth, you must first complete the Bluetooth wizard on your device and set up a Bluetooth partnership between your device and the computer. For more information about creating a Bluetooth partnership, see “Bluetooth partnerships” in Chapter 10. 58 Synchronizing Information With Your Computer Notes • To preserve battery power, turn off Bluetooth when not in use. • To connect and synchronize your device with a computer via Bluetooth, your computer must have built-in Bluetooth or installed with a Bluetooth adapter or dongle. 5.6 Synchronizing Music and Video If you want to carry your music or other digital media along with you while you travel, set up Microsoft® Windows Media® Player on your computer to synchronize music and video with your device. Other than selecting the Media information type to be synchronized, all media synchronization settings must be set in Windows Media Player. Before media can be synchronized, you must do the following: • Install Windows Media Player Version 11 on the PC. (Windows Media Player 11 works only in Windows XP or later versions). • Connect your device to the PC with a USB cable. If your device is currently connected using Bluetooth, you must end that connection before media can be synchronized. • Set up a sync partnership between your device and your PC’s Windows Media® Player. For more information about using Windows Media® Player Mobile, see Chapter 11. Chapter 6 Organizing Contacts, Appointments, Tasks, and Other Information 6.1 Contacts 6.2 Calendar 6.3 Tasks 6.4 Notes 6.5 Voice Recorder 60 Organizing Contacts, Appointments, Tasks, and Other Information 6.1 Contacts Contacts Contacts is your address book and information storage for the people and businesses you communicate with. Store phone numbers, e-mail addresses, home addresses, and any other information that relates to a contact, such as a birthday or an anniversary date. You can also add a picture or assign a ring tone to a contact. From the contact list, you can quickly communicate with people. Tap a contact in the list for a summary of contact information. From there, you can call or send a message. There are two types of contacts that you can create on your device: • Outlook contacts. Contacts that are stored on your device, which can be created on your device or synchronized with your PC or the Exchange Server. • Windows Live contacts. Contacts that you communicate with using Windows Live Messenger or MSN. Just like Outlook contacts, you can also enter complete information for a Windows Live contact. For more information, see “Add Windows Live contacts” in Chapter 10. Tip If you use Outlook on your PC, you can synchronize contacts between your device and PC. Note You can only add Windows Live contacts after you have set up Windows Live on your device. Add new contacts To add a contact on your device 1. Tap Start > Contacts. 2. Tap New, select Outlook Contact, and enter the contact information. 3. In the File as field, choose how you want the contact name to appear in the contact list. 4. To add a photo of the contact, tap Select a picture, then select the picture file or tap Camera to take a photo of the contact. This photo appears on the Phone screen when you receive a call from the contact. 5 To assign a ring tone to the contact, tap the Ring tone field, scroll through the list of tones, then select a desired tone. 6. When finished, tap OK. Notes • If someone who is not in your list of contacts calls you, you can create a contact from Call History by tapping and holding a phone number and then tapping Save to Contacts from the shortcut menu. • To save a phone number that is contained in a message, tap the phone number, then tap Menu > Save to Contacts. • To edit contact information, tap the contact name then tap Menu > Edit. View, organize and search To view contact information 1. Tap Start > Contacts. 2. Slide your finger upward on the touch screen to scroll down the contact list. To scroll up the contact list, slide your finger downward on the touch screen. Note For detailed instructions on how to use finger scrolling, see "Finger scrolling and finger panning" in Chapter 1. Organizing Contacts, Appointments, Tasks, and Other Information 61 3. Touch the name of a contact to open his or her contact card. 4. On the contact card, you will see the last outgoing or incoming call as well as detailed information such as phone numbers of the contact, e-mail address, and more. To group similar contacts You can group similar contacts for easier management by assigning them to categories. 1. Create a new Outlook contact or edit an existing Outlook contact. 2. Tap Categories. 3. Select a preset category such as Business or Personal, or tap New to create your own category. 4. When finished, tap OK. To view contacts by category • Tap Menu > Filter then select the desired category. To find a contact on your device There are several ways to find a contact when your contact list is long. 1. Tap Start > Contacts. 2. Do one of the following: • Begin entering a contact name in the provided text box until the contact you want is displayed. • Use the alphabetical index displayed at the top of the contact list. • Filter the list by categories. In the contact list, tap Menu > Filter, then tap a category you’ve assigned to a contact. To show all contacts again, select All Contacts. Share contact information To beam a contact’s details You can quickly send contact information to another mobile phone or device through Bluetooth beaming. 1. Tap Start > Contacts, then select a contact. 2. Tap Menu > Send Contact > Beam then select a device where to beam the contact to. Note Before you can beam, make sure Bluetooth is turned on and set to visible mode on your device and the target mobile device. You can also beam contact information to your PC. See "Bluetooth" in Chapter 10 for details. 62 Organizing Contacts, Appointments, Tasks, and Other Information 6.2 Calendar Use Calendar to schedule appointments, including meetings and other events. Your appointments for the day can be displayed on the Today screen. If you use Outlook on your PC, you can synchronize appointments between your device and PC. You can also set Calendar to remind you of appointments with a sound or flashing light, for example. You can look at your appointments in several different views (Day, Week, Month, Year, and Agenda). To see detailed appointment information in any view, tap the appointment. Create appointments To schedule an appointment 1. Tap Start > Calendar. 2. Tap Menu > New Appointment. 3. Enter a name for the appointment. 4. Do one of the following: • If it is a special occasion such as a birthday or a whole-day event, set the All Day option to Yes. • If there is a time frame for the appointment, select the start and end dates and time. 5. Specify the type of category for your appointment, so that it can be grouped with other related appointments. Tap Categories, then select a preset category (Business, Holiday, Personal, or Seasonal), or tap New to create your own category. 6. When finished, tap OK to return to the calendar. Notes • All-day events do not occupy blocks of time in Calendar; instead, they appear in banners at the top of the calendar. • To cancel an appointment, tap Menu > Delete Appointment. Tip To have the time entered automatically in Day view, tap the time slot for the new appointment, and tap Menu > New Appointment. To set a default reminder for all new appointments You can have a reminder automatically turned on for all new appointments you schedule. 1. Tap Start > Calendar. 2. Tap Menu > Tools > Options > Appointments tab. 3. Select the Set reminders for new items check box. 4. Set the time when you want the reminder to alert you. 5. Tap OK to return to the calendar. Organizing Contacts, Appointments, Tasks, and Other Information 63 View appointments By default, Calendar displays appointments in Agenda view. You can also look at your appointments in Day, Week, Month, and Year views. The highlighted hours here indicate the time of your appointments. Indicates that there is a conflict with another appointment. Tap to view appointment details. Tap to switch views. Agenda view • To see detailed appointment information in any view, tap the appointment. • To view appointments by category, tap Menu > Filter then select the desired category. • To change the default view that Calendar uses to display appointments, tap Menu > Tools > Options > General tab. Tap the Start in box then choose the calendar view. • When in Month view, you will see the following indicators: Morning appointment Afternoon or evening appointment All-day event Both morning and afternoon/evening appointments Send appointments To send a meeting request Use Calendar to schedule meetings via e-mail with contacts who use Outlook or Outlook Mobile. 1. Tap Start > Calendar. 2. Schedule a new appointment, or open an existing one and tap Edit. 3. Tap Attendees, then tap Add Required Attendee or Add Optional Attendee and add the contacts whom you want to invite. You can specify if an attendee is required or optional only if your device is connected to a Microsoft Exchange 2007 server. Otherwise, all attendees are designated as required. For more information, see Chapter 8. 4. When have finished adding attendees, tap Done. 5. Tap OK to send. Tip To choose the e-mail account to use for sending meeting requests, tap Menu > Tools > Options > Appointments tab. Tap the Send meeting requests via box and choose to send via your Outlook E-mail, POP3/IMAP4 or Windows Live account. Notes • If you’re sending the meeting request using your Outlook E-mail account, it will be sent to the attendees the next time you synchronize your device with your PC or Exchange Server. • When attendees accept your meeting request, the meeting is automatically added to their schedules. When their response is sent back to you, your calendar is updated as well. 64 Organizing Contacts, Appointments, Tasks, and Other Information 6.3 Tasks Use Tasks to keep track of things you need to do. A task can occur once or repeatedly (recurring). You can set reminders for your tasks and you can organize them using categories. Your tasks are displayed in a task list. Overdue tasks are displayed in red. To create a task 1. Tap Start > Programs > Tasks. 2. Tap Menu > New Task, enter a subject for the task, and fill in information such as start and due dates, priority, and so on. 3. Specify the type of category for your task, so that it can be grouped with other related tasks. Tap Categories, then select a preset category (Business, Holiday, Personal, or Seasonal), or tap New to create your own category. 4. When finished, tap OK. Tip You can easily create a short, to-do type task. Simply tap the Tap here to add a new task box, enter a subject, and tap the Enter button on the on-screen keyboard. If the task entry box is not available, tap Menu > Options and select the Show Tasks entry bar check box. To change the priority of a task Before you can sort tasks by priority, you need to specify a priority level for each task. 1. Tap Start > Programs > Tasks. 2. Tap the task you want to change the priority for. 3. Tap Edit, and in the Priority box, tap a priority level. 4. Tap OK to return to the task list. Note All new tasks are assigned a Normal priority by default. To set a default reminder for all new tasks 1. Tap Start > Programs > Tasks. 2. Tap Menu > Options. 3. Select the Set reminders for new items check box. 4. Tap OK to return to the task list. Note The new tasks must have due dates set in order for the reminder to take effect. To show start and due dates in the task list 1. Tap Start > Programs > Tasks. 2. Tap Menu > Options. 3. Select the Show start and due dates check box. 4. Tap OK. Organizing Contacts, Appointments, Tasks, and Other Information 65 To locate a task When your list of tasks is long, you can display a subset of the tasks or sort the list to quickly find a specific task. 1. Tap Start > Programs > Tasks. 2. In the task list, do one of the following: • Sort the list. Tap Menu > Sort By, and tap a sort option. • Filter the list by category. Tap Menu > Filter, and tap the category you want displayed. Tip To filter your tasks further, tap Menu > Filter > Active Tasks or Completed Tasks. 6.4 Notes Notes helps you to quickly capture thoughts, questions, reminders, to-do lists, and meeting notes. You can create handwritten and typed notes, record voice notes, convert handwritten notes to text for easy readability, and send notes to others. To create a note 1. Tap Start > Programs > Notes. In the note list, tap New. 2. Tap the Input Selector arrow next to the Input Method icon on the menu bar, tap the input method you want, and enter your text. 3. If the Input Selector arrow is not displayed, tap the Input Method icon. 4. When finished, tap OK to return to the note list. Notes • To select handwritten text, tap and hold next to the writing. As soon as dots appear, and before they form a complete circle, quickly drag across the writing. • If a letter crosses three ruled lines, it is treated as a drawing rather than text. To draw in a note 1. Tap Start > Programs > Notes. 2. In the note list, tap New. 3. To draw on the screen, use the stylus like a pen. 4. A selection box appears around your drawing. 5. When finished, tap OK to return to the note list. Note To select a drawing (for example, to copy or delete it), tap and hold the drawing briefly. When you lift the stylus, the drawing is selected. To record a voice note You can create a stand-alone recording (voice note) or you can add a recording to a note. 1. Tap Start > Programs > Notes. 2. Do one of the following: • To create a stand-alone recording, record from the note list. • To add a recording to a note, create or open a note. 3. If you do not see the Recording toolbar, tap Menu > View Recording Toolbar. 4. Tap the Record icon ( recording. ) to begin recording your voice. Tap the Stop icon ( ) when finished 66 Organizing Contacts, Appointments, Tasks, and Other Information To change recording formats 1. Tap Start > Settings > Personal tab > Input. 2. Tap the Options tab, and select the desired format you want in the Voice recording format list. 3. Tap OK. Note You can also change recording formats from within Notes. In the note list, tap Menu > Options > Global Input Options link (at the bottom of the page), then tap the Options tab. 6.5 Voice Recorder Voice Recorder lets you record your voice and then quickly send it in an e-mail, beam it, or set the recorded voice as your ringtone. Note Voice Recorder saves voice recordings in AMR-NB (Adaptive Multi-Rate Narrowband) format only. This is a common speech audio format used in mobile devices. To record your voice 1. Tap Start > Programs > Voice Recorder. 2. Hold the device’s microphone near your mouth. 3. Tap Record or to start recording a voice clip. Tap Stop to end the recording. All recordings are saved in the My Voices folder by default. You can choose another folder to save voice recordings by tapping beside the folder name on the top-left of the screen and then in the menu, choose the folder where to save future recordings. To play back a voice recording • On the Voice Recorder screen, select a voice recording then tap Ti[s • Tap to increase the volume; tap • Tap to toggle between muting and unmuting the volume. to decrease the volume. To send the voice recording via e-mail • Select a voice recording then tap Menu > Send > Outlook E-mail. This creates a new Outlook e-mail message with the voice recording inserted as a file attachment. See “Using E-mail” in Chapter 7 to learn how to send e-mail. To beam the voice recording 1. Select the voice recording(s) you want to beam then tap Menu > Beam File. 2. Tap the device you want to send the voice recording(s) to. 3. On the other device, accept the file transfer to receive the file. To set the voice recording as a ring tone • Select the desired voice recording the tap Menu > Set as Ringtone. To rename or move a recording 1. Select a voice recording then tap Menu > Rename/Move. 2. Enter the new Name for the voice recording. 3. To move the voice recording, select the new destination Folder and Location. 4. Tap OK. Chapter 7 Exchanging Messages 7.1 Messaging 7.2 Text Messages 7.3 Types of E-mail Accounts 7.4 E-mail Setup Wizard 7.5 Using E-mail 68 Exchanging Messages 7.1 Messaging Messaging is where your text messages (SMS) and e-mails are located. When you receive new messages, you can open them from the Today screen. Simply tap the type of message that you want to open. New e-mail messages New text messages To select a messaging account Do one of the following: • Tap Start > Messaging. The Account Picker screen then appears where you can select an account. • While you are in a message list of a certain account, for example Text/Multimedia, tap Menu > Go To to switch to other types of messaging accounts. To configure message account settings • Tap Menu > Options on the Account Picker screen; or • Tap Menu > Tools > Options while you’re in a message list. Account Picker screen To automatically add a signature in outgoing messages You can automatically add your name and other information as your signature in outgoing SMS and e-mail messages by following these steps: Tip You need to specify your signature for each type of messaging accounts. 1. Tap Start > Messaging, then tap Menu > Options. 2. Tap Signatures. 3. Select a type of messaging account in which to add a signature. 4. Select the Use signature with this account check box. In the provided text box, enter the information that will be displayed as your signature. 5. If you want the signature to be added whenever you reply or forward messages, select the Use when replying and forwarding check box. 6. Repeat steps 3 to 6 to add a signature to the other types of messaging accounts. Exchanging Messages 69 7.2 Text Messages Send text messages To compose and send a text message 1. You can select a contact either from TouchFLO’s Touch Cube or from Contacts. Select a favorite contact from TouchFLO’s Touch Cube: a. Open the Touch Cube by sliding your finger upward, starting from the bottom of the touch screen where it shows a logo image. (See Chapter 1 for detailed instructions.) b. Slide your finger left or right to rotate the cube and navigate to the screen where it shows your favorite contacts. c. Touch the photo or name of the favorite contact to whom you want to send a text message. d. The contact card of your selected contact is then displayed. Touch the item that shows Send text message. Select from Contacts: a. Tap Start > Contacts. b. Slide your finger upward on the touch screen to scroll down the contact list. See “Finger scrolling and finger panning” in Chapter 1 for more details on finger scrolling. c. Touch the contact’s name to open his or her contact card. d. On the contact card, touch the item that shows Send text message. 2. A new text message is then created. To add more recipients, enter their mobile phone numbers in the To field, separating them with a semicolon. You can also tap To if you want to add mobile phone numbers from Contacts. 3. Enter your message. • To quickly add common messages, tap Menu > My Text and tap a desired message. • To check the spelling, tap Menu > Spell Check. 4. Tap Send. 70 Exchanging Messages Notes • To enter symbols, tap Shift using the on-screen keyboard then tap a symbol. • If you want to know when a text message is received, before sending the message that you are composing, tap Menu > Message Options then select the Request message delivery notification check box. To always receive a delivery notification, tap Menu > Tools > Options in the text message list, tap Text Messages, then select the Request delivery notifications check box. 7.3 Types of E-mail Accounts You can set up the following types of e-mail accounts on your device: • Outlook e-mail that you sync with your PC or the Exchange Server. • E-mail account that you have from an Internet Service Provider (ISP). • Web-based e-mail accounts such as Yahoo!® Mail, AOL®, etc. • Work account that you access using a VPN connection. 7.4 E-mail Setup Wizard Windows Mobile’s E-mail Setup Wizard lets you easily set up your personal and work e-mail accounts. You can add an e-mail account from an Internet Service Provider (ISP) or other e-mail provider as well as Webbased accounts such as Gmail®, Yahoo!® Mail Plus, AOL®, etc. Tip To set up your company e-mail account so that you can access Outlook e-mail messages wirelessly, you must set up your device to synchronize via the over-the-air connection with your company’s Exchange Server. For more information about synchronizing with your company e-mail server, see Chapter 8. Set up a POP3 or IMAP4 e-mail account Set up a POP3 or IMAP4 e-mail account on your device if you have an e-mail account from an Internet service provider (ISP) or other e-mail provider, or a Web-based account such as Gmail, Yahoo! Mail Plus, etc. You can also add a work account that you access using a VPN server connection as a POP3/IMAP4 account. 1. Tap Start > Messaging > New E-mail Account. 2. Enter your e-mail address, and select the Try to get e-mail settings automatically from the Internet check box. By selecting the option, the device attempts to download e-mail server settings so that you do not need to enter them manually. Tap Next. 3. After Auto Setup finishes, tap Next. Note If Auto Setup is unsuccessful, select Internet e-mail from the Your e-mail provider list on the next screen. You will also be asked to enter e-mail server settings during the setup process. See “To specify e-mail server settings” for details. 4. Enter your name. You can also edit the Account display name field to specify the name of your ISP or e-mail provider. Tap Next. 5. Enter your login name if it does not show automatically in the User name field. Also enter your password, and select the Save password check box. Tap Next. 6. At this point, e-mail setup is complete. In the Automatic Send/Receive list, choose how frequent you want e-mail messages to be automatically sent and downloaded on your device. Note Tap Review all download settings to select download options, set the e-mail format as HTML or plain text, and more. For more information, see “To customize download and format settings." 7. Tap Finish. Exchanging Messages 71 To specify e-mail server settings If Auto Setup is unsuccessful, contact your ISP or e-mail provider for the Incoming mail server and outgoing mail server settings so you can enter them on your device. Other options that you can select include the following: • Select the Outgoing server requires authentication check box, if required by your provider. • If the outgoing e-mail server requires a different user name and password for sending e-mail, clear the Use the same user name and password for sending e-mail check box. You will be prompted to enter these information. • Tap Advanced Server Settings, then select the Require SSL check boxes if your e-mail provider uses an SSL connection for more secured e-mail. From the Network connection list, select the data connection that you use for connecting to the Internet. To customize download and format settings Before you tap Finish when setting up your POP3 or IMAP4 e-mail account, you can tap Review all download settings to choose download options, message format, and other settings. Options Description Automatic Send/Receive You can select a time interval for connecting to the Internet automatically to send and receive messages. Download messages Set the number of days of messages that you want to be downloaded to your device. Send/receive when I click Send By default, messages are immediately delivered when you tap Send. If you prefer to save outgoing messages to the Outbox folder first, clear the check box. (In this case, you will need to manually send messages by tapping Menu > Send/Receive). Use automatic send/receive schedule when roaming This allows your device to data roam when there is a set time interval for connecting to the Internet automatically. Since this may result in higher connection costs, you may want to leave the check box cleared. When deleting messages Choose whether to delete messages from the mail server when you delete them on your device. Message format Select HTML or Plain Text. Message download limit Select the e-mail download size. If you have large volumes of e-mail, use a lower size or select to download headers only. 72 Exchanging Messages 7.5 Using E-mail After setting up e-mail accounts on your device, you can start sending and receiving e-mail messages. Create and send messages To compose and send a message 1. You can select a contact either from TouchFLO’s Touch Cube or from Contacts. Select a favorite contact from TouchFLO’s Touch Cube: a. Open the Touch Cube by sliding your finger upward, starting from the bottom of the touch screen where it shows a logo image. (See Chapter 1 for detailed instructions.) b. Slide your finger left or right to rotate the cube and navigate to the screen where it shows your favorite contacts. c. Touch the photo or name of the favorite contact to whom you want to send an e-mail message. d. The contact card of your selected contact is then displayed. Touch the item that shows Send e-mail. Select from Contacts: a. Tap Start > Contacts. b. Slide your finger upward on the touch screen to scroll down the contact list. See “Finger scrolling and finger panning” in Chapter 1 for more details on finger scrolling. c. Touch the contact’s name to open his or her contact card. d. On the contact card, touch the item that shows Send e-mail. 2. If you have several e-mail accounts, the Account Picker screen will appear. Select an e-mail account that you want to use. 3. A new e-mail message is then created. To add more recipients, enter their e-mail addresses, separating them with a semicolon. You can also tap To if you want to add e-mail addresses stored in Contacts. 4. Enter a subject and compose your message. To quickly add common messages, tap Menu > My Text and tap a desired message. 5. To check the spelling, tap Menu > Spell Check. 6. Tap Send. Tips • To set the priority, tap Menu > Message Options. • If you are working offline, e-mail messages are moved to the Outbox folder and will be sent the next time you connect. Exchanging Messages 73 To add an attachment to a message 1. In the message that you are composing, tap Menu > Insert and tap the item you want to attach: Picture, Voice Note, or File. 2. Select the file you want to attach, or record a voice note. Filter the Inbox message list When the Inbox on your device is full of messages, it may be hard to browse and locate a desired message. You can filter your Inbox to only display the messages that contain a particular sender or subject you are searching for. To filter your Inbox • Enter the sender name or e-mail subject you want to look for using the on-screen keyboard. As you tap keys, the message list narrows down to the conditions you have set. For example, tapping “S”, then “A” narrows the list to only the e-mails that contain sender names and e-mail subjects that start with “SA.” View and reply to messages To read an incoming message By default, only the first few kilobytes of a message are shown when you open an incoming message. To read the whole message: • Finger-scroll to the end of the message and tap Get the rest of this message; or • Tap Menu > Download Message. The message will be downloaded the next time you tap Menu > Send/Receive to send and receive e-mail. Note If your company is running Microsoft Exchange Server 2007, the message downloads immediately, without waiting until the next time you synchronize. For more information about working with company e-mails, see Chapter 8. To download an attachment An attachment appears below the subject of the message. Tapping the attachment opens the attachment if it has been fully downloaded or marks it for download the next time you send and receive e-mail. Notes • If there are multiple attachments in the message, all attachments are downloaded. • For information about setting your device to automatically download file attachments, see "Customize e-mail settings". • If your company is running Microsoft Exchange Server 2007, the attachment downloads immediately, without waiting until the next time you synchronize. For more information about working with company e-mails, see Chapter 8. 74 Exchanging Messages To reply to or forward a message 1. Open the message and tap Menu > Reply, Menu > Reply All, or Menu > Forward. 2. Enter your response then tap Send. Tip Whenever you reply to all the recipients of an Outlook e-mail, your own e-mail address will also be added to the recipient list. You can customize ActiveSync so that your e-mail address will be excluded. To do so, tap Menu > Options in ActiveSync, select the E-mail item, tap Settings, then tap Advanced. In the My e-mail addresses text box, enter your e-mail address. To view and reply to HTML e-mails You can receive, view and reply to HTML e-mails from any type of e-mail account. The HTML format is retained, without layout shifting or resizing. Note HTML e-mail support in Outlook Mobile is available only if your company is using Microsoft Exchange Server 2007. 1. Set the message format to HTML. To find out how to set the message format, see “Customize e-mail settings”. 2. Tap Start > Messaging, select your e-mail account, and open an HTML e-mail that you received. 3. Tap the Tap to scroll right option to be able to scroll sideways and get a complete horizontal view of the message. 4. Tap Get the rest of this message that’s shown at the bottom of the message to download and view the whole message. 5. If the e-mail does not download immediately, tap Menu > Send/Receive. 6. If images do not immediately appear on the message, tap Internet pictures blocked then tap Download Internet pictures. 7. Tap Menu and choose whether to reply or forward the message. 8. Enter your response then tap Send. Tip E-mail can contain hyperlinks to Web pages. Download messages The manner in which you download messages depends on the type of e-mail account you have. To send and receive e-mail for an Outlook account 1. Tap Start > Programs > ActiveSync. 2. Connect your device to your PC using the USB cable or Bluetooth. Otherwise, connect wirelessly if you are synchronizing Outlook e-mail with the Exchange Server. For more information, see Chapter 8. 3. Synchronization automatically begins, and your device sends and receives Outlook e-mail. Tip You can also manually synchronize anytime by tapping Sync in ActiveSync or Menu > Send/Receive in Outlook Mobile. To send and receive e-mail for a POP3/IMAP4 account If you have an e-mail account with an ISP or a work account that you access using a VPN server connection, you send and receive messages through a remote e-mail server. Before sending and downloading messages, you need to connect to the Internet or your corporate network. 1. Tap Start > Messaging and tap your POP3 or IMAP4 e-mail account. 2. Tap Menu > Send/Receive. Messages on your device and e-mail server are synchronized: new messages are downloaded to the device Inbox folder, messages in the Outbox folder are sent, and messages deleted from the server are removed from the device Inbox. Exchanging Messages 75 Customize e-mail settings To change the download size and format for Outlook e-mail 1. Disconnect your device from the computer. 2. Tap Start > Programs > ActiveSync. 3. Tap Menu > Options, select E-mail, then tap Settings. 4. On the E-mail Sync Options screen: • Under Download size limit, select the desired email size. • Under Message format, select HTML or Plain text. 5. Close ActiveSync and reconnect your device to the computer. To change the download size and format for POP3/IMAP4 e-mail 1. Tap Menu > Options on the Account Picker screen, or tap Menu > Tools > Options while you’re in a message list. 2. Tap your e-mail account. 3. Keep tapping Next until you see Message format and Message download limit on the screen. 4. Under Message format, select HTML or Plain text. 5. Under Download size limit, select the desired email size. 6. Tap Finish. To automatically receive attachments on Outlook e-mails 1. Tap Start > ActiveSync. 2. Tap Menu > Options. 3. Tap E-mail > Settings, then select Include file attachments. To automatically receive attachments on IMAP4 e-mails 1. Tap Start > Messaging. 2. Tap Menu > Options. 3. Tap the name of your IMAP4 account. 4. Keep tapping Next until you see the Download attachments item on the screen. 5. Select a download size from the Download attachments smaller than list box. 6. Tap Finish. To store attachments on a storage card 1. Tap Start > Messaging. 2. Tap Menu > Tools > Options > Storage tab. 3. Select the Store attachments on storage card check box. 76 Exchanging Messages Chapter 8 Working With Company E-mail and Meeting Appointments 8.1 Synchronizing Your Device with the Exchange Server 8.2 Working With Company E-mail 8.3 Managing Meeting Requests 8.4 Finding Contacts in the Company Directory 8.5 E-mail Security 78 Working With Company E-mail and Meeting Appointments 8.1 Synchronizing Your Device with the Exchange Server To keep up-to-date with your company e-mail while you’re out of the office, you can connect your device to the Internet wirelessly and synchronize it with your company’s Exchange Server. You can also access your company addressbook anytime. Your company must have a mail server that is running Microsoft Exchange Server with Exchange ActiveSync. Set up an Exchange Server connection Before you can synchronize or access information on the Exchange Server, you need to set up an Exchange Server connection on your device. You need to get the following information from your network administrator and enter them on your device: • Exchange Server name (must be the Outlook Web Access server name) • Domain name • User name and password that you use at work If you have not synchronized your device with your PC, follow these steps to set up an Exchange Server connection. 1. Tap Start > Messaging > New E-mail Account. 2. Enter your e-mail address. Clear the Try to get e-mail settings automatically from the Internet check box, then tap Next. 3. Select Exchange server in the Your e-mail provider list, then tap Next. 4. Tap Next again. 5. In Server address, enter the Exchange Server name, and tap Next. 6. Enter your user name, password, and domain, and tap Next. Tip To change the rules for resolving synchronization conflicts, tap Advanced. 7. Select the items that you want to sync with the Exchange Server. 8. To change synchronization settings of an information type, for example, E-mail, select the type of information, and tap Settings. 9. Tap Finish. Note If you synchronized e-mails with your PC before, open ActiveSync on your device and tap Menu > Add Server Source to set up an Exchange Server connection. When you're prompted to select information types for synchronization, you need to clear the E-mail check box under the Windows PC item first before you can select E-mail under Exchange Server. Tip To change Exchange Server settings, open ActiveSync then tap Menu > Configure Server. Start synchronization Before you start synchronizing with the Exchange Server, make sure your device has been set up with a data connection to the Internet so that you can synchronize wirelessly. For more information about connections, see Chapter 10. After you finish setting up an Exchange Server connection, your device automatically starts synchronization. You can manually start synchronization anytime by tapping Sync in ActiveSync. Note If you connect your device to your office computer via a USB or Bluetooth connection, you can use this connection to the PC to “pass through” to the network and download Outlook e-mails and other information to your device. Working With Company E-mail and Meeting Appointments 79 8.2 Working With Company E-mail Your device gives you instant access to your company e-mail and lets you manage your messages easier. Direct Push, Fetch Mail, Remote e-mail search, and e-mail flags are just some of the tools you can use to manage your e-mails. Note Some messaging features depend on the Microsoft Exchange Server version used in your company. Please check with your network administrator for the availability of these features. Automatic synchronization through Direct Push Direct Push technology (push e-mail feature) enables you to receive new e-mails on your device as soon as they arrive in your Inbox on the Exchange Server. With this feature, items such as contacts, calendar and tasks are also immediately updated onto your device when these items have been changed or new entries have been added on the Exchange Server. To make Direct Push work, you need to have a data connection on your device. You need to perform a full synchronization between your device and the Exchange Server first before Direct Push can be enabled. Requirement The Direct Push feature works for your device only if your company is using Microsoft Exchange Server 2003 Service Pack 2 (SP2) with Exchange ActiveSync or higher version. To enable Direct Push via Comm Manager 1. Tap Start > Programs > Comm Manager or tap Start > Settings > Connections tab > Comm Manager. 2. On the Comm Manager screen, tap the DirectPush button. The button will turn to When the button is in the , which indicates that you will receive e-mails as they arrive. state, you need to manually retrieve your e-mails. To enable Direct Push via ActiveSync 1. In ActiveSync on your device, tap Menu > Schedule. 2. Select As items arrive in the Peak times and Off-peak times boxes. Scheduled synchronization If you do not want to use Direct Push, you can set a regular schedule for synchronizing Outlook e-mail and information. 1. In ActiveSync on your device, tap Menu > Schedule. 2. Select a shorter time interval in the Peak times box for you to be able to receive e-mails more frequently. (Peak times which usually refer to your working hours when e-mail volume is high). 3. Select a longer interval in the Off-peak times box. Tip To set the days and hours that make up your peak and off-peak times, tap Adjust peak times to fit your schedule. 80 Working With Company E-mail and Meeting Appointments Instant download through Fetch Mail The Fetch Mail feature downloads an entire e-mail immediately without the need for you to perform a full Send/Receive action. This limits the download to just the e-mail message that you want and helps save data cost. Requirement Fetch Mail works for your device only if your company is using Microsoft Exchange Server 2007 or higher. 1. Tap Start > Messaging > Outlook E-mail. 2. Tap an e-mail message to open it. 3. By default, only the first few kilobytes of the message is shown. To download the whole e-mail, fingerscroll to the end of the message then tap Get the rest of this message. 4. A “Downloading message” status appears. Wait for the remainder of the message body to be downloaded. Tip For information about changing e-mail sync options such as the initial download size limit for e-mail, see "Customize e-mail settings" in Chapter 7. Note When you receive an e-mail that contains a link to a document such as a PDF or Microsoft Office document located on SharePoint or an internal file server, you can tap the link to view the document on your device. You can view the document only if you have a Microsoft Outlook account that synchronizes with Microsoft Exchange Server 2007 or later. Exchange Server must also be set up to allow access to SharePoint document libraries or internal file servers. Search for e-mails on the Exchange Server You can access messages that are not available on your device by searching your Microsoft Exchange Server mailbox. The search results will be downloaded and displayed in a Search Results folder. Requirement Your company must be using Microsoft Exchange Server 2007 or higher. 1. Tap Start > Messaging > Outlook E-mail. 2. Tap Menu > Tools > Search Server. 3. In the Look for text box, enter the search keyword. 4. Choose the date range of messages to search from. 5. From the Look in list, choose whether to search from your inbox or outbox only or to search all folders. 6. Tap Search. Flag your messages Flags serve as a reminder for you to follow-up on important issues or requests contained in the e-mail messages. Flagging messages, which has been a useful feature on desktop Outlook E-mail, can also be done in Outlook Mobile on your device. You can flag received e-mail messages on your device. Requirement Flags are enabled only if e-mails are synchronized with Microsoft Exchange Server 2007 or higher. Flags are disabled or hidden if e-mails are synchronized with earlier versions of Microsoft Exchange Server.
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