Sharp OZ 5600 User Manual

®
MODEL  
OZ-5600  
ELECTRONIC ORGANIZER  
OPERATION MANUAL  
Quick Start ............................................. 8  
Getting Started .................................... 41  
General Operation ............................... 55  
Time Management............................... 69  
Creating Your Own Database ............. 95  
Memo and Outlining .......................... 103  
Desk Accessories .............................. 117  
Money & Account Management ........ 133  
Features and Utilities for  
Added Power ..................................... 161  
Using the Optional Peripherals ......... 169  
Personalizing Your Organizer ........... 183  
Appendices ........................................ 191  
Introduction  
SHARP assumes no responsibility, directly or indirectly,  
for financial losses or claims from third parties resulting  
from the use of this product and any of its functions,  
such as stolen credit card numbers, the loss or  
alteration of stored data, etc.  
Congratulations on purchasing the OZ-5600 Organizer.  
Please read this operation manual thoroughly to familiarize  
yourself with all the features of the unit and to ensure years  
of reliable operation. You may also find it useful to keep this  
operation manual on hand for reference.  
The information provided in this manual is subject to  
change without notice.  
Some of the accessories described in this manual may not  
be available at the time you purchase this product.  
Check with your local SHARP dealer concerning  
availability.  
All company and/or product names are trademarks and/or  
registered trademarks of their respective manufacturers.  
NOTICE  
SHARP strongly recommends that you keep separate  
permanent written records of all important data. Data  
may be lost or altered in virtually any electronic memory  
product under certain circumstances. Therefore,  
SHARP assumes no responsibility for data lost or  
otherwise rendered unusable whether as a result of  
improper use, repairs, defects, battery replacement, use  
after the specified battery life has expired, or any other  
cause.  
1
Contents  
Setting the Start-up Display........................... 48  
Setting the Password and Locking the  
Organizer ....................................................... 49  
Setting the World City .................................... 49  
To start working with the Organizer............... 49  
Turning the Organizer on and off .................. 50  
Backlight ........................................................ 50  
Setting the LCD contrast to suit various  
Introduction ...................................................... 1  
Contents ........................................................... 2  
Quick Start ........................................................ 8  
Answers to Commonly Asked Questions.... 32  
What Your Organizer Can Do ........................ 36  
About this Manual .......................................... 37  
Conventions Used in this Manual ................ 39  
Caring for the Organizer................................ 40  
lighting conditions .......................................... 50  
Turning off the initial display .......................... 51  
Turning the key beep on and off.................... 51  
Getting to Know Your Organizer.................. 52  
Applications ................................................... 52  
Menu operations ............................................ 52  
Pop-up menus ............................................... 52  
The keyboard ................................................. 53  
Display symbols............................................. 53  
Built-in help and other messages .................. 54  
Chapter 1 Getting Started ............................ 41  
Part Names and Functions.......................... 42  
Getting the Organizer Up and Running....... 43  
Installing the batteries.................................... 43  
Initializing ....................................................... 44  
Setting up the Organizer after Initialization . 45  
Welcome messages and instructions............ 45  
Setting the Owner’s Information .................... 45  
Setting the Clock ........................................... 46  
Setting the User’s Preferences...................... 47  
Tel/User File Templates ................................ 47  
Chapter 2 General Operation ....................... 55  
Opening an Application ............................... 55  
Selecting the Display Modes ....................... 56  
Index mode .................................................... 56  
View mode ..................................................... 57  
Edit mode....................................................... 57  
Creating a New Entry .................................. 58  
2
The Monthly view........................................... 70  
The Monthly view: Monthly Goals display ..... 70  
The Weekly view ........................................... 71  
The Daily view ............................................... 71  
Finding entries using the Calendar views ..... 72  
Selecting a date ............................................. 72  
Making new Schedule, To Do and  
Editing an Existing Entry ............................. 59  
Editing Techniques ...................................... 59  
Fields ............................................................. 59  
The cursor...................................................... 60  
Typing in text ................................................. 60  
Moving around the display ............................ 61  
Inserting and overwriting text ........................ 61  
Deleting text................................................... 61  
Working with blocks of text ............................ 61  
Scrolling the display................................ 62  
Finding Specific Entries in Your Organizer.. 63  
Using Index mode.......................................... 63  
Using keywords ............................................. 63  
By date........................................................... 64  
Deleting Entries ........................................... 65  
Deleting single entries ................................... 65  
Deleting entries using the application menu . 65  
Checking the Time and Date ....................... 66  
Checking the Memory ................................. 67  
The TOOLS Menu - the Organizer’s Basic  
Utilities ......................................................... 68  
Ann entries..................................................... 72  
The Calendar application menu .................... 73  
The Schedule Application............................ 74  
Making new entries........................................ 74  
Finding Schedule entries ............................... 75  
Moving appointments and editing entries...... 75  
Deleting entries.............................................. 76  
Selecting a specific date................................ 77  
Making entries for recurring and extended  
events ............................................................ 77  
Setting a Schedule alarm .............................. 79  
The Schedule application menu .................... 80  
The To Do Application ................................. 80  
Making new entries........................................ 80  
Finding entries using Index mode ................. 82  
Controlling how the Calendar displays  
Chapter 3 Time Management ....................... 69  
The Calendar Application ............................ 69  
Selecting a Calendar view ............................. 69  
To Do information .......................................... 83  
Using keywords ............................................. 83  
3
Editing entries ................................................ 84  
Checking off completed entries ..................... 84  
Using categories ............................................ 85  
Deleting To Do entries ................................... 88  
The To Do application menu ......................... 89  
The Ann (Anniversary) Application .............. 90  
Making new entries........................................ 90  
Finding entries ............................................... 91  
Editing Ann entries ........................................ 92  
Deleting Ann entries ...................................... 92  
The Ann application menu............................. 93  
Customizing the Index display..................... 101  
Modifying the Index sort order ..................... 101  
Modifying the templates............................... 102  
Chapter 5 Memo and Outlining.................. 103  
The Memo Application............................... 103  
Creating documents .................................... 103  
Finding entries ............................................. 104  
Editing Memo entries ................................... 105  
Deleting Memo entries................................. 105  
Changing the way text is displayed ............. 106  
Turning word wrap on and off...................... 107  
The Memo application menu ....................... 107  
The Outline Application ............................. 107  
Creating an outline ...................................... 107  
Locating outlines.......................................... 109  
Displaying full topics .................................... 109  
Revising outlines ......................................... 110  
Deleting Outline topics................................. 112  
Using subtopics (children) ........................... 113  
The Outline application menu...................... 116  
Chapter 4 Creating Your Own Database ..... 95  
The Tel and User File Applications .............. 95  
Selecting a file ............................................... 96  
Creating new entries...................................... 96  
Finding entries ............................................... 96  
Editing entries ................................................ 97  
Deleting file entries ........................................ 98  
The Tel application menu .............................. 98  
The User File application menu..................... 98  
Customizing the Tel and User File  
Chapter 6 Desk Accessories...................... 117  
The Calc (Calculator) Application .............. 117  
Using the arithmetic calculator .................... 117  
The paperless printer................................... 118  
Applications ................................................. 99  
Changing file names ...................................... 99  
Configuring fields ......................................... 100  
4
Calculating dates ......................................... 120  
Using the Calculator with other  
Viewing account information ....................... 137  
Editing or viewing account details ............... 137  
Entering Money Tracking transactions ........ 137  
Viewing account transactions ...................... 140  
Displaying transactions in detail:  
applications .................................................. 121  
When E appears .......................................... 122  
Cost/Selling price/Markup and Cost/  
Selling price/Margin calculations ................. 122  
Setting the number of decimal places ......... 123  
Calculation examples .................................. 124  
The Calc application menu .......................... 125  
The Clock Application................................ 126  
Changing the Local city ............................... 126  
Setting the time and date ............................ 127  
Checking the time in a city .......................... 128  
Adding a User-defined city .......................... 129  
Daylight Saving Time (DST) ........................ 130  
Setting daily alarms ..................................... 130  
The Clock application menu ........................ 132  
View mode ................................................... 141  
Editing/updating existing transactions:  
Edit mode..................................................... 141  
Listing all transactions ................................. 142  
A closer look at Money Tracking  
transactions ................................................. 142  
Using the Filter to display selected  
transactions ................................................. 143  
Canceling an active Filter ............................ 145  
About Categories....................................... 145  
Using the pre-defined Categories................ 145  
Adding your own Categories ....................... 146  
Editing Category names .............................. 146  
Using Categories ......................................... 147  
The SPLIT function ...................................... 147  
Automatic transfers...................................... 149  
Making a transfer for a SPLIT transaction... 151  
Account balancing & reconciliation ........... 152  
Performing account balancing ..................... 152  
Marking transactions as CLEARED ............ 152  
Chapter 7 Money & Account  
Management ................................................. 133  
Money Tracking application....................... 133  
What it can do.............................................. 133  
Introducing Money Tracking concepts......... 133  
Things to Know about Money Tracking ....... 134  
Setting up Money Tracking accounts .......... 135  
5
Postponing the ACCOUNT BALANCING  
Deleting filtered entries................................ 166  
Special Characters .................................... 167  
procedure..................................................... 153  
Balancing the account and reconciling the  
transactions ................................................. 154  
Handling unbalanced accounts ................... 155  
Removing transactions after account  
Chapter 9 Using the Optional  
Peripherals ................................................... 169  
The Peripherals Menu ............................... 169  
Printing from the Organizer ....................... 170  
Setting printer emulation ............................. 170  
Printing the current display .......................... 171  
Printing a single entry .................................. 171  
Printing a specified group of To Do  
balancing ..................................................... 156  
When the Organizer is Locked .................... 156  
Deleting Money Tracking entries ................. 157  
Money Tracking application menu............... 160  
Chapter 8 Features and Utilities for  
entries .......................................................... 171  
Printing Schedule entries for specific  
Added Power ................................................ 161  
Copying or Moving Blocks of Text ............. 161  
Copying or Moving Entries ........................ 162  
The Time Stamp and Date Stamp  
periods ......................................................... 172  
Printing all entries ........................................ 172  
Transferring Data....................................... 173  
Transferring between OZ-5600  
Functions ................................................... 163  
The Word Key ........................................... 164  
Defining your words or phrases................... 164  
Inserting a word or phrase........................... 164  
Editing a word or phrase.............................. 165  
Deleting a word or phrase ........................... 165  
The Filter Function .................................... 165  
Turning the Filter on .................................... 165  
Turning the Filter off .................................... 166  
Organizers ................................................... 174  
Exchanging data with other Organizers ...... 176  
The IN BOX and IN BOX VIEWER ........... 178  
Removing entries from the IN BOX ............. 178  
Assigning entries to IN BOX from  
applications.................................................. 179  
Exchanging Information with a Personal  
Computer................................................... 180  
6
All reset operation........................................ 197  
C. Troubleshooting .................................... 198  
D. Battery Replacement ............................ 198  
General guidelines....................................... 198  
Replacing the operating batteries................ 199  
Replacing the memory backup battery........ 200  
E. Specifications........................................ 202  
Points to remember when using  
peripherals................................................. 181  
Chapter 10 Personalizing Your  
Organizer ...................................................... 183  
The Start-Up Display ................................. 183  
Selecting the start-up display ...................... 183  
Responses to the start-up display ............... 184  
Setting the Owner’s Information .................. 185  
Locking the Organizer ............................... 186  
Turning on the Lock ..................................... 186  
Marking/unmarking entries as Secret .......... 187  
Accessing Secret entries ............................. 187  
Automatic Relocking .................................... 188  
Changing or deleting the password ............. 188  
If you forget your password... ...................... 188  
Changing the Calendar Display Format .... 189  
Setting the monthly format .......................... 189  
Setting up the default Calendar view .......... 189  
Setting up the date format ........................... 190  
Selecting the Bold display font .................. 190  
Index.............................................................. 205  
Appendices................................................... 191  
A. List of Key Notations............................. 191  
B. Resetting the Organizer........................ 196  
7
Quick Start  
Important things to do  
1. Complete and return the Blue registration  
card. This allows Sharp to notify you of new  
products and accessories for your Organizer  
as they become available.  
2. Please read through this Quick Start section.  
Even if you hate reading manuals, this  
section will get you up and running with your  
Organizer in just a few minutes. The  
Organizer has been carefully designed to be  
extremely easy to use, but it will help you  
greatly to go through this quick introduction to  
setting up and using your Organizer.  
3. Read through the section for answers to  
commonly asked questions. There is a good  
chance that many general questions you may  
have about your Organizer will be answered  
in this section.  
HELP  
2nd  
4. Press  
H
any time you need help  
using a particular application on the  
Organizer. The on-screen help facility  
provides you with a quick reference guide  
explaining various options and their functions.  
8
Installing or replacing the batteries  
1. Set the battery replacement switch on the bottom of the  
Organizer to “REPLACE BATTERIES” (so the red dot  
appears). (Fig. 1)  
2. Remove the operation battery cover and remove old  
batteries. (Fig. 1)  
Fig. 1  
3. Insert the two batteries on top of the ribbon tab,  
as shown in the diagram (Fig. 2)  
Fig. 2  
4. Replace the operation battery cover. (Fig. 3)  
5. Set the battery replacement switch to “NORMAL  
OPERATION”. (Fig. 3)  
Fig. 3  
9
Initializing the Organizer  
After you install the batteries for the first time, you must initialize the Organizer before using it.  
1. Press the LOCK button and open the Organizer.  
CANCEL  
2. While holding down the ON key on the keyboard,  
push the RESET button on the back of the  
Organizer with a pen or a similar object.  
ON  
Y
3. When the confirmation message appears, press  
to initialize the Organizer.  
#Q-3-3  
The Organizer then takes you through the set up  
procedure, starting with adjusting the LCD contrast.  
10  
4. Press  
or  
to adjust the LCD contrast to your  
liking.  
#Q-3-4  
5. Press ENTER  
.
You may have to wait for about 10 seconds before the  
next screen appears.  
Note that the Start-up continues with “Setting up the  
Organizer” on p.12.  
11  
Setting up the Organizer  
After initializing the Organizer and adjusting the LCD contrast, or after restarting with the SET UP option selected for  
START-UP mode, the following steps occur.  
1. The welcome screen appears, introducing you to the  
Organizer’s features. Press ENTER to continue.  
#Q-4-1  
2. After the User Setup introduction appears, press  
ENTER to continue.  
3. After you have read the User Setup Basic Instructions,  
press ENTER to continue.  
#Q-4-2  
4. Enter the Owner Information, pressing  
to move  
to the next field. (Don’t worry if you make a mistake, you  
can change the Owner Information anytime; see Chap.10.)  
#Q-4-3  
5. Press ENTER to store the information you entered.  
6. After the Owner Information confirmation screen appears,  
press ENTER to proceed with setting the Clock.  
12  
7. You must select your local city before setting the  
SPACE  
time. If your city is not shown, press  
and  
#Q-4-4  
select USER CITY2, then set up your city later (see  
“Adding a User-defined city” in the Clock  
application, Chap.6).  
ENTER  
8. Press  
when your city is selected.  
9. If your country is currently using Daylight Saving  
N
Y
(Summer) Time, press  
, otherwise press  
.
10. Next, enter the current time in your city, then press  
.
Single-digit hours or minutes should be preceded by “0”,  
PM  
AM  
eg. 0533. Press  
or  
for AM or PM respectively.  
+
/–  
ª
#Q-5-6  
11. Select the time system you want to use, ie. 12- or  
24-hour clock. Press  
.
˜
12. Press  
and select today’s date from the pop-up  
calendar, then press ENTER  
.
Use  
and  
to select the month and the cursor  
#Q-5-6 (showing pop-up calendar  
& callout text)  
keys to select the day.  
13. Press ENTER to save.  
ENTER  
14. The User Setup screen is displayed. After reading, press  
to continue customizing your unit  
with User's Preferences.  
13  
User’s Preferences  
#Q-6-2  
1. TEMPLATES  
Built-in templates have been created for the Tel and User File applications. There are three telephone files  
and three user files that can be customized to meet your specific needs.  
To customize your Tel files highlight TEL TEMPLATE and press  
. Use the cursor to highlight the file  
ENTER  
˜
you would like to customize. Press  
to save.  
to bring up a list of template options. Highlight your choice and press  
ENTER  
To customize your User File files, highlight USER FILE TEMPLATE and press  
. Follow the steps  
ENTER  
above.  
2. START-UP DISPLAY  
Highlight START-UP DISPLAY and press  
. This allows you to choose what you want to see when you  
ENTER  
turn on the Organizer. Highlight your choice and press  
to save.  
ENTER  
START-UP  
ON: displays Owner Information on start-up and requires password if ASK  
PASSWORD is set to ON.  
OFF: Background appears only.  
SETUP: displays User Setup screens on start-up.  
14  
BACKGROUND – User can select the background to be displayed on start-up.  
ASK PASSWORD – ON: A password is required on start-up if START-UP is also set to ON.  
OFF: No password is required.  
3. MORE CLOCK SETTINGS  
Allows you to choose the World city to be used in the clock display. Use  
and  
to scroll through  
the cities. Highlight your choice and press  
to save.  
ENTER  
4. LOCK ORGANIZER  
Allows you to assign a password which will be needed in order to access entries marked as Secret.  
5. START ORGANIZING  
At any time you can start to actually use the Organizer by highlighting START ORGANIZING and pressing  
.
ENTER  
The Calendar application opens with today’s date selected.  
15  
Making your first entry (in the Tel application)  
1. Press  
.
NEW  
2. Press  
.
3. Type in the name, telephone number and address of the  
person or company you want to store.  
The dark outline around a field indicates that it is  
selected for entering information.  
#Q-8-1  
Indicates that the entry is in Edit mode, so it is  
being added or can be modified.  
Use  
to move between fields. Use BS or DEL to  
correct mistakes. Use  
to move to a new line in  
the name and address fields.  
4. Press  
when finished to store the new entry.  
ENTER  
16  
Recording an appointment  
NEW  
1. Press  
, then press  
.
2. Today’s date has been given automatically. If you want to  
use a different date, move up to the DATE field and press  
˜
.
#Q-9-1  
Press  
or  
to select the desired month, then use the arrow  
keys to select the day of the appointment. Press ENTER when  
done.  
3. Move to the TIME field and type in the start and end times for  
your appointment, then press  
.
4. Type in a description for the appointment (eg. “Meeting with  
John”).  
#Q-9-2  
5. Press ENTER to store the entry.  
17  
Changing an appointment  
Appointment times can frequently change. Instead of re-typing a new appointment and deleting the old one, you can  
change an existing appointment easily.  
1. Find the Schedule entry you want to move.  
2. Press EDIT  
.
#Q-10-1  
3. If the appointment time has changed, enter the new  
start and/or end times.  
˜
4. If the date has changed, move to the DATE field, press  
and select the new date from the pop-up calendar, then  
#Q-10-2 (showing pop-up  
calendar and new date selected)  
press  
.
ENTER  
5. Press  
to store the revised appointment.  
ENTER  
#Q-10-3 (with new date)  
18  
Entering a To Do item  
NEW  
1. Press  
then press  
.
2. Enter a description of the task to be done, then press  
.
3. Enter the DUE DATE, which is the date by which the task must  
be completed.  
You can assign a priority number which can be used  
to sort the entries in Index mode.  
Press  
to mark any entry as completed.  
#Q-11-1  
Up to five category fields can be used to selectively  
access groups of entries using the Filter function.  
4. If desired, enter any other information.  
5. Press ENTER to store the entry.  
#Q-11-2  
6. Press  
.
The To Do index appears, showing you the list of all To Do  
items.  
19  
Using the Calendar views  
The Calendar provides three different views: Monthly, Weekly and Daily. Each of these views allows you to see  
information stored using the Schedule, To Do and Ann applications.  
1. Press  
by pressing  
. If the Monthly view does not open, select it  
, selecting VIEWS and then MONTHLY.  
White-on-black display indicates an  
Ann entry recording an anniversary or  
some other annual event.  
An exclamation mark indicates  
a To Do item on this day.  
A lower dot indicates a Schedule  
entry during the afternoon or  
evening.  
If you de-select HIDE  
#Q-12-1  
MONTHLY GOALS from  
the menu, the next-  
month view will be  
replaced by the  
An upper dot indicates a Schedule  
entry during the morning.  
MONTHLY GOALS.  
2. Use the cursor to highlight a date, then press ENTER  
to switch to the Weekly view.  
Press  
to display additional  
information for this day.  
#Q-12-2  
20  
3. Use the cursor to move to a selected day of the week, then  
press ENTER to switch to the Daily view for that day.  
Shaded areas on the time bar indicate  
appointments. Black areas indicate  
appointment conflicts.  
#Q-12-3  
Press  
to mark the selected  
entry as completed.  
4. Use  
and  
to select an entry, then press ENTER to  
display its full details in the application used to create it.  
You can also switch views by pressing  
.
NEW  
You can press  
to open CALENDAR ACTIVITIES, which  
allows you to make a new entry for the Schedule, To Do and Ann  
applications.  
21  
Editing an entry  
1. Find an entry that you wish to change (a change of address in  
the Tel application is shown here as an example).  
2. Press EDIT to go to Edit mode.  
3. Move to the field you want to change.  
#Q-14-1 (TEL entry with  
description highlighted)  
4. Make any desired changes.  
NEW  
NOTE: You can clear any field by pressing  
. You can  
highlight any text using  
and the cursor keys, and then delete the  
2nd  
text (by pressing DEL ) or cut the text (by pressing  
it elsewhere.  
to paste  
If you make a mistake and want to restore the original entry, simply  
press  
.
22  
Deleting an entry  
1. In any application, select an entry that you want to delete in Index mode, or display it in View mode.  
2. Press  
.
DEL  
A confirmation message appears.  
#Q-15-1  
Y
3. Press  
to confirm the deletion.  
23  
Deleting multiple entries  
1. Switch to the application in which you want to delete multiple entries.  
2. Press  
and select DATA DELETION then press ENTER  
.
3. Select the group of entries you want to delete and press ENTER  
.
(The menu choices will vary depending on the application.)  
#Q-15-2  
Y
4. A confirmation message will appear. Press  
to delete the  
selected items.  
24  
Searching for information anywhere in the Organizer  
2nd  
1. Press  
.
2. Type in any text stored in the entries you want to find.  
#Q-16-1  
˜
3. Press  
and select the application to want to search in  
ENTER  
using  
and  
, then press  
.
The application you were using last will always appear as the default.  
4. Press ENTER to begin the search.  
#Q-16-2  
5. Press  
to see additional entries that contain the searched  
text, then press ENTER when you find the desired entry.  
25  
Finding an entry using Index mode  
The Index modes for Schedule, Tel, User File, Ann, Memo, Outline, and Money Tracking are very similar.  
1. Select an application and press  
to go to  
Index mode if it is not already displayed.  
#Q-17-1  
2. Use  
and  
to scroll through the list until you find  
the entry you want.  
Type the first letter of the entry to jump to the closest position  
in the Index list.  
3. Press ENTER to view the desired entry once it is selected.  
#Q-17-2  
You can also press EDIT to edit the entry, or DEL to delete it.  
26  
Copying and pasting text between applications  
You may want to copy text from one place to another in the Organizer.  
1. Display in Edit mode the entry containing the text you want  
to copy.  
2. Move to the start of the text you want to copy.  
3. While holding down  
, use the cursor keys to select the  
text you want to copy.  
#Q-18-1  
Selected text is displayed in reverse (white-on-black).  
2nd  
4. Press  
to copy the selected text.  
5. Display in Edit mode the entry to which you want to add  
the copied text.  
#Q-18-2  
#Q-18-3  
6. Move the cursor to the position you want the copied text to  
2nd  
begin, and press  
.
27  
Using the Calculator  
In addition to working like a standard calculator, the Organizer’s Calculator can work with figures created in another  
application.  
1. In Edit mode, find an entry containing some figures you  
want to calculate.  
2. Use  
and the cursor keys to select the figures.  
#Q-19-1  
2nd  
3. Press  
to copy the figures.  
4. Press  
repeatedly until the Calculator screen appears.  
2nd  
5. Press  
to bring in the copied figures to the Calculator.  
#Q-19-2  
You can use the result to perform any other calculations you wish.  
28  
Creating a new Money Tracking account  
Accounts must be set up before new transactions can be entered.  
1. Press  
.
2. Press  
, select SET UP ACCOUNT and press ENTER  
.
NEW  
3. When the ACCOUNT LIST appears, press  
.
4. Enter the name you want to give the new account, then  
press  
.
#Q-20-1  
˜
5. In the TYPE field, press  
and select the account type  
from the pop-up list, then press ENTER followed by  
.
The type of the account affects the way in which the account is  
used. (See Chap.7 for an explanation of account types.)  
If a BANK or CREDIT CARD account, enter the  
account’s opening balance as it appears on your  
latest statement.  
#Q-20-2  
Enter any important account information, such as the  
account number.  
Enter any other useful information describing the  
account.  
6. Press ENTER to store the account.  
29  
Entering a new Money Tracking transaction  
You can keep track of your account activities by entering transactions.  
1. Press  
.
ENTER  
2. Press  
, select SET UP ACCOUNT and press  
.
3. From the ACCOUNT LIST, select the account for which you  
ENTER  
want to enter the new transaction, then press  
.
NEW  
4. Press  
to start entering a new transaction.  
5. Today’s date appears in the DATE field as the default, but it  
can be changed if desired. Press  
when done.  
˜
To change the date, press  
and use the cursor keys to select  
the desired date from the pop-up calendar, then press ENTER  
.
6. Enter any other information desired in the appropriate fields,  
pressing to move to the next field.  
#Q-21-1  
30  
7. After you enter the AMOUNT, press  
. The remaining  
fields are displayed.  
Use  
and  
to select. Wording used varies  
according to account type, although the debit  
appears on the left and credit on the right.  
#Q-21-2  
Correct punctuation is inserted automatically.  
Optional category used to select certain groups of  
entries using the Filter.  
Enter any text you want to describe the  
transaction.  
Used for account balancing; change this to  
CLEARED when you have checked the transaction  
on your statement (if applicable).  
˜
8. Select an optional CATEGORY by pressing  
a new category name. Press  
, or type in  
.
9. Enter additional information in the SPECIAL field if desired.  
10. Press ENTER to store the transaction.  
31  
Answers to Commonly Asked Questions  
The entries don’t look like this in the other  
Organizer. What can I do?  
Q: My batteries only lasted for two months. Is there  
something wrong? Will I lose data in memory  
when I change the batteries?  
A:  
In certain applications, such as Tel, the number of  
characters allowed per line is different from that of  
other Organizer models. This means that the new line  
characters you entered in the older Organizer will not  
produce the same formatting in this unit. You will  
need to edit the relevant entries and reformat them by  
deleting old new line characters and entering new  
ones.  
A:  
There is probably nothing wrong with your Organizer.  
Battery life will vary from user to user. A number of  
factors will affect battery life, especially how much the  
Organizer is used. The battery life is rated at 70 hours  
of continuous use. Assuming an average of one hour  
per day of continuous use, you would get about two  
months of battery life.  
Q: I saw the message “There is not enough  
memory...” after trying to store an entry. What  
does this mean?  
When you change the main operating batteries, the  
back-up battery will protect data in memory. Be sure  
to follow the directions carefully when changing the  
batteries.  
A:  
You have filled your unit with information. Here are  
some things you should try in order to free up some  
memory:  
An optional battery case is available, which will  
extend the life of your operating batteries.  
1. Check for old Schedule items. Delete those you no  
longer need. You can delete all Schedule entries  
for an entire month using the Calendar menu.  
Q: I have an older model of the SHARP Organizer and  
imported the data into this Organizer. But when I  
went to the Tel application in my new Organizer,  
all of my entries looked strange. Some words  
were split in two and some lines ended too early.  
2. Check for completed To Do items. You can delete  
all completed To Do items using the To Do menu.  
3. Check for old Money Tracking transactions. If  
they have cleared, you should remove them after  
performing Account Balancing.  
32  
Q: I want to print out my information. What do I  
need?  
from SHARP or a third party. You will also need  
one of the various PC-Link cables or the CE-IR2  
wireless interface for computers. Check with your  
local dealer regarding features and availability of  
these products.  
A:  
Here are the things you will need:  
1. The SHARP CE-IR1 wireless interface for printers.  
2. A standard PC printer cable.  
Q: I can’t seem to turn my Organizer on. I changed  
the batteries but still nothing happens. What  
should I do?  
3. Any parallel PC printer that emulates one of the  
following printers:  
Canon  
BJ-10e series  
A:  
Check the following before sending the unit in for  
service:  
IBM  
Epson  
Hewlett-Packard  
ProPrinter series  
FX series, LQ series  
LaserJet series  
c Check that the battery replacement switch on the  
back of the unit is in the NORMAL OPERATION  
position. If the switch is in the REPLACE  
BATTERIES position, the Organizer cannot be  
turned on.  
Most printers, including portable ink-jet printers on  
the market today, emulate at least one of these  
printers. Check with your local computer dealer for  
more information about printers.  
c Check or replace the operating batteries, even if  
you have just replaced the batteries. It is possible  
that the batteries were not fresh when you  
purchased them.  
Q: How can I back up my data?  
A:  
It is important to always have a back-up of your  
important information. Here are some ways of doing  
this:  
c Press the RESET switch. If the Organizer has been  
dropped, for example, it may have to be reset. This  
N
will not delete your data (as long as you type  
at  
1. You can print out a hard copy using the optional  
accessories. See p.170.  
the Initialization prompt). If for any reason data is  
missing after resetting the Organizer, it was lost  
before you pressed the RESET switch. The RESET  
2. You can use PC or Macintosh link software either  
33  
switch simply re-starts the Organizer.  
Q: What is the Outline application? Why would I want  
to use it instead of Memo?  
If none of the above procedures work, you will need to  
send the Organizer to a service center. Check the  
back page of this operation manual for the location of  
your nearest service center and call for more  
information.  
A:  
The Outline application allows you to group and  
categorize information using a hierarchical structure.  
Everyone has a lot of small but important pieces of  
information that have to be memorized or kept track of  
in a written record, for example, important personal  
information: Social Security number, credit card  
numbers, various ID numbers, account numbers,  
clothing sizes, etc. Using the Organizer, you could  
make a number of Memo entries for each piece of  
information, but a better way to manage the  
Q: What happens if I am working on an entry and the  
auto power off function shuts off the Organizer  
before I store the entry?  
A:  
You will not lose any information. The next time you  
turn the Organizer on you will be able to resume  
exactly where you left off.  
information would be to make a single Outline file  
called “Personal Information”. This file could then  
contain a number of headings (such as Car info.,  
Travel info., Health info., Financial info., etc.), under  
which relevant pieces of information could be stored.  
This makes it easier to access information and  
prevents your Organizer from becoming cluttered with  
hundreds of individual entries.  
Additional Outline files could also be made, including:  
favorite movie list, project management file, To Do  
lists, price lists, product line-up and specification file,  
business plans, product proposals, and meeting  
notes. Many types of information can be more easily  
and efficiently managed in an Outline structure.  
Q: Why should I send in the Blue registration card  
included with the Organizer?  
A:  
This is your way of registering your product with  
SHARP, and allows SHARP to keep you informed  
about new products and software available for your  
Organizer. It also gives SHARP valuable information  
about our users so that we can design products that  
continue to meet your needs.  
Another use of the Outline application is document  
34  
preparation. Many times you might want to write a  
memo, letter, proposal, marketing plan, etc., but find it  
difficult to write an entire document from scratch. The  
Outline application allows you to capture your  
thoughts and ideas, then rearrange and categorize  
them at any time. You can also copy an Outline file  
and paste it into the Memo application to finish the  
document there, adding text to the major topics.  
35  
What Your Organizer Can Do  
professional, full-size letters, and the Outline application  
lets you record and organize your thoughts and ideas using  
topics and subtopics, easily reorganizing them at any time.  
The OZ-5600 is a full-featured, pocket-size information  
manager with a large, easy-to-read screen. It provides built-  
in wireless communications facilities for exchanging data  
with other compatible Organizers and personal computers.  
The Calculator performs a full range of mathematical  
functions as well as convenient date and cost calculations,  
and the built-in Clock keeps track of both local and  
international time.  
To help you better manage your time and activities, you can  
record appointments, meetings, or any other information  
relating to a specific date in the Schedule application; the  
To Do application helps you track tasks and goals arranged  
in a priority you assign to them; the Ann application helps  
you to remember important annual events such as  
anniversaries, birthdays or even tax preparations; and the  
Calendar displays your Schedule, To Do, and Ann entries  
clearly in a daily, weekly, or monthly format.  
The Organizer’s Money Tracking application allows you to  
monitor and manage your business and personal finances.  
The Organizer combines quick access to your information  
with the ability to search files using a keyword or heading.  
The Filter function makes it possible to select and work with  
specified entries. You can also share information within or  
between entries and files. And when a printer is connected  
to the Organizer (using the optional CE-IR1 wireless  
interface), you can print your information.  
The Tel application is the Organizer’s built-in address book,  
used to store names, phone numbers and addresses, while  
the User File application is a simple and easy-to-use  
database for any important information, entered into  
categories you set up yourself. Both can be configured  
flexibly to store and recall the information most important  
for you.  
The Organizer also provides a useful word processing  
facility. The Memo application allows you to use the  
Organizer for everything from simple note taking to creating  
36  
About this Manual  
and keep track of appointments and important events: the  
Calendar, Schedule, To Do, and Ann applications.  
This manual is designed to help you to fully understand the  
features and use of your Organizer. The first two chapters  
provide a general introduction and instructions about set-up  
and initialization, including an overview of the keyboard, the  
display, and the operations.  
Other chapters are organized according to the type of task  
(for example, Time Management and Creating Your Own  
Database), so that you can concentrate on those functions  
and features that you specifically need.  
Chapter 4. Creating Your Own Database  
Explains the Tel and User File applications, which not only  
store information such as addresses and phone numbers,  
but can also be configured to manage almost any type of  
information.  
Chapter 5. Memo and Outlining  
Explains the Memo application, and how to structure your  
ideas and writings using a simple outline form in the Outline  
application.  
This manual consists of 10 chapters and a set of  
appendices:  
Chapter 6. Desk Accessories  
Chapter 1. Getting Started  
Explains the Calculator and Clock applications that can be  
used whenever they are needed.  
Introduces part names and functions, and shows you how  
to set up and initialize the Organizer, including how to  
install the batteries and set the built-in clock.  
Chapter 7. Money & Account Management  
Chapter 2. General Operation  
Explains the Money Tracking application, the Organizer’s  
sophisticated money and account management utility.  
Introduces the Organizer’s basic concepts and operations,  
including opening an application, using menus, and the  
built-in help feature.  
Chapter 8. Features and Utilities for Added Power  
Explains how to copy information and other useful features  
and utilities, filtering selected entries, and more.  
Chapter 3. Time Management  
Explains those features that help you structure your time  
37  
Chapter 9. Using the Optional Peripherals  
Explains how to print using the Organizer and how to  
transfer data to and from other Organizers (including  
previous models).  
Chapter 10. Personalizing Your Organizer  
Explains how to change the opening display and Calendar  
display format, and how to use the Secret function as well  
as the password security.  
Appendices  
A
B
List of Key Notations  
Resetting the Organizer  
C Troubleshooting  
D Battery Replacement  
E
Specifications  
38  
Conventions Used in this Manual  
Information messages displayed for the user are  
given in quotation marks, eg. “Stored!”.  
For a full list of key notation, see Appendix A, p.191.  
The following keyboard and symbol conventions are used  
throughout this manual:  
,
and other similar notations indicate keys on  
ENTER  
ON  
the keyboard that should be pressed to perform operations.  
Letters and numbers to be entered in examples are shown  
in italics. For example: lunch indicates that l-u-n-c-h should  
be typed. Words shown in bold letters such as Calendar  
indicate names of applications. Words shown in  
UPPERCASE indicate menus or menu functions.  
Some keys have more than one function, accessed by  
2nd  
. ‘H’, for  
using them in combination with  
or  
2nd  
example, accesses the HELP screen when the  
key is  
used with it. When a key’s second function is referred to in  
an explanation, only that function is shown, not the key  
itself. For example, the instruction to see the HELP screen  
2nd  
2nd  
HELP  
would be shown as  
, not as  
H
.
The symbol indicates a tip or an important point you  
should note.  
The Organizer often lets you perform operations in more  
than one way. These alternatives are indicated by the  
symbol.  
Cross-references to helpful information elsewhere in this  
guide are marked by the symbol.  
39  
Caring for the Organizer  
Sharp or hard objects can  
scratch and damage the  
Wrong  
Organizer. Make sure it is  
adequately protected when  
carried with other objects. Do not  
carry it loose in a bag or  
briefcase: find a pocket or secure compartment within  
your bag.  
The Organizer contains sophisticated circuitry and a glass  
display panel which can be damaged if not handled with  
care. A few precautions should be taken regarding the  
Organizer’s care to ensure it gives you many years of  
reliable and trouble-free use.  
Keep the Organizer away from  
Wrong  
Clean the Organizer only with a  
soft, dry cloth. Do not use  
solvents.  
Wrong  
extreme heat. Do not leave it on  
the dashboard of a car or near  
any source of heat. Do not leave  
it in any place that is extremely  
damp or dusty.  
Do not drop the Organizer or  
Wrong  
Do not carry the Organizer  
around in your back pocket, as it  
may break when you sit down.  
The display is made of glass and  
is very delicate.  
Wrong  
subject it to severe impact or  
extreme force. Bending the  
Organizer unduly can damage it.  
Do not use extreme force when  
pressing the keys. Do not use  
any sharp, pointed object or  
even your fingernails to press  
Replace the batteries as soon as they become weak  
(see p.198). Failing to replace weak batteries may  
result in leakage or lost data.  
them.  
Wrong  
40  
CHAPTER 1  
Getting Started  
1
This chapter explains everything you need to  
know to set up and begin working with your  
Organizer, from installing the batteries to  
initialization. The chapter also includes a labeled  
illustration of the parts of the Organizer, and  
basic explanation of its key features, from the  
keyboard to the display and its symbols.  
41  
Part Names and Functions  
Display  
Shows information, and is used for navigating  
the various functions.  
Numeric keypad  
Used for operating the calculator and entering  
numbers in other applications.  
15-pin cable jack  
Connects a data transfer cable for computer  
links and other interfaces, etc.  
Application keys  
Starts appropriate applications.  
Keyboard  
For entry of characters and commands.  
42  
Lock button  
Opens the  
Organizer.  
Getting the Organizer Up and Running  
1
Reset button  
Initializes and resets  
the Organizer.  
Installing the batteries  
1.  
Set the battery replacement switch on the back of the  
Organizer to REPLACE BATTERIES (the red dot  
becomes visible).  
2.  
Slide off the operating batteries cover.  
Infrared port  
For wireless  
communication  
with other OZ-  
5600 compatible  
Organizers, etc.  
Battery  
replacement switch  
Locks the battery  
compartment to  
prevent access to  
the batteries.  
3.  
Insert the two batteries on top of the ribbon tab,  
making sure they are positioned correctly according to  
plus (+) and minus (–) polarity, as shown below.  
Memory back-up  
battery  
compartment  
Holds memory  
back-up battery.  
Operating  
batteries  
compartment  
Holds operating  
batteries.  
4.  
5.  
Replace the cover.  
Set the battery replacement switch back to NORMAL  
OPERATION (the red dot disappears).  
43  
The Organizer will not function unless the battery  
replacement switch is in the NORMAL OPERATION  
position.  
The Organizer then automatically starts the SETUP utility,  
so that the owner information, the time and date and  
various other settings are defined before use.  
Initializing  
The Organizer must be initialized when it is used for the  
first time.  
1.  
2.  
Press and hold the ON key.  
While holding down the ON key, push the RESET  
button on the bottom of the Organizer using a pen or  
some other pointed object. The following message will  
appear.  
#1-5 Display  
3.  
Press  
Y
to initialize the Organizer.  
The LCD Contrast screen then appears.  
˜
4.  
5.  
If the display is not clear, press  
display is satisfactory.  
and  
until the  
ENTER  
Press  
when ready.  
The message “Working...” appears for at least 10 seconds  
while the Organizer proceeds with the initialization  
procedure.  
44  
normal use.  
You can use  
screen. You can also use  
field to field.  
Setting up the Organizer after Initialization  
˜
'
§
to move around the  
and NEXT to move from  
1
The Organizer takes you through the various steps needed  
to set up the Organizer before use. These steps are  
described below. We strongly recommend that you  
complete the entire SET UP procedure before starting to  
actually use your Organizer.  
PREV  
Press  
to proceed with setting the Owner  
CANCEL  
ENTER  
Information (or  
to exit the SETUP procedure).  
*
*
*
*
Welcome messages and instructions  
Setting the Owner Information  
Setting the Clock  
Setting the Owner’s Information  
The Owner Information comprises your name, address and  
telephone number. You can choose to have this information  
displayed each time you turn the Organizer on.  
User’s Preferences  
Welcome messages and instructions  
If you make a mistake while entering the Owner  
Information, don’t worry! You can amend the Owner  
Information easily during normal use, so just proceed  
with the rest of the User Setup. (see PREFERENCES,  
p.185)  
After completing the LCD Contrast setting above, the  
Organizer displays the following welcome message, briefly  
outlining its functions.  
1.  
After pressing  
after the previous Basic  
ENTER  
Instructions screen, the Set Owner Information screen  
appears.  
#1-6 Display  
Press ENTER to proceed with the User Setup.  
The User Setup introduction appears to explain the  
operations you are about to carry out.  
#1-7 Display  
Press  
to continue.  
ENTER  
2.  
Enter your name, then press NEXT  
.
The User Setup Basic Instructions appear to instruct you  
how to move around the screen during User Setup and  
The cursor moves to the TEL NO. field.  
45  
3.  
Enter your telephone number, then press NEXT  
.
The cursor moves to the ADDRESS field.  
#1-8 Display  
4.  
5.  
Enter your full address.  
Press  
to move the start of the next line in  
PREV  
or  
6.  
If the desired city does not appear, press  
NEXT to display more cities.  
ADDRESS.  
Press  
when done.  
ENTER  
You can jump to a particular country by pressing the  
first letter of that country’s name.  
A message appears confirming the Owner Information has  
now been set.  
7.  
Select the desired city by moving the cursor to it.  
Press  
described below (or  
procedure).  
to proceed with setting up the Clock as  
ENTER  
SPACE  
If your city does not appear in the list, press  
CANCEL  
to quit the User Setup  
to display the User Cities list, then select USER  
CITY2. You can change the name to your city later,  
using the Clock application menu.  
Setting the Clock  
8.  
Press  
.
ENTER  
In order for the Calendar, Schedule, To Do, and other  
time-based applications to work correctly, the built-in clock  
must be set to the correct time, date and city. The Clock  
application displays the time in two different cities: the  
Local city, where the user normally lives or works, and the  
World city, which is any other city of the user’s choice.  
When the Organizer is first initialized, the Local city is  
automatically set to New York, and the World city is  
London. Before setting the Clock’s correct time, you should  
first select the Local City for which you want to set the time.  
The Daylight Saving Time screen appears.  
9. If your city is currently on Daylight Saving Time, press  
N
Y
, otherwise press  
.
The ADJUST TIME/DATE window then appears.  
10. Enter the local time, preceding single-digit hours and  
minutes with “0”.  
PM  
AM  
for AM, then press  
11. Press  
to select PM or  
NEXT  
.
After entering the Owner Information above, the following  
list of cities appears:  
12. Select the time system you want the Clock to use,  
then press NEXT  
.
46  
˜
13. In the LOCAL DATE field, press  
to display the  
and NEXT to select  
If you do not wish to set the User Preferences at this time,  
ENTER  
PREV  
pop-up calendar. Use  
select START ORGANIZING and press  
. The  
1
the current month, then use the arrow keys to select  
today’s date.  
Calendar application display then appears, and you can  
begin to use your Organizer.  
14. Press ENTER once the date has been selected.  
To set one of the User Preferences, move to the  
ENTER  
appropriate option and press  
.
The pop-up calendar disappears and the date now appears  
in the LOCAL DATE field.  
Tel/User File Templates  
15. Press ENTER  
.
The Tel and User File applications each support three files,  
called 1, 2 and 3, each of which can used to store different  
kinds of information. The Organizer comes with six different  
pre-defined formats which allow you to choose what kind of  
information you want to store in each of the files. See  
chapter 4, p.95 for details of the various templates.  
A message appears briefly to inform you that the time and  
date have now been set.  
A new screen then appears to inform you that the basic  
setup procedure is now complete, and the Organizer is  
ready for use. However, there are other areas in which you  
can customize your Organizer further by setting various  
options.  
For SELECT TEL TEMPLATES  
File 1 = “TELEPHONE”  
File 2 = “CONTACTS”  
ENTER  
Press  
to continue.  
File 3 = “PERSONAL”.  
Setting the User’s Preferences  
For SELECT USER FILE TEMPLATES  
File 1 = “RESTAURANT”  
File 2 = “HOME INV.”  
The USER’S PREFERENCES display then appears. There  
are six choices available.  
File 3 = “USER FILE”  
* Tel Templates  
* User File Templates  
* Start-up Display  
* Lock Organizer  
* More Clock Setting  
* START ORGANIZING  
Each template contains certain fields which determine the  
kind of information that can be stored in the file. You can  
change your mind later and switch to using a different  
template, but some data in your existing entries may be lost  
as a result.  
47  
˜
1.  
The pop-up template list appears.  
If you wish to select a different template, select the desired  
With File 1 selected, press  
.
what you are doing now) the next time it is turned on.  
However, note that after this has been completed  
once, the Start-up Display is automatically set to OFF.  
1.  
2.  
In the START-UP field, move to the desired option  
ENTER  
template from the list and press  
.
and press NEXT  
.
2.  
3.  
Press NEXT  
.
In the BACKGROUND field, you can choose a  
decorative background to be displayed each time the  
Repeat the above steps for File 2 and File 3 if  
necessary.  
Organizer is turned on, then press NEXT  
.
3.  
In the ASK PASSWORD field, select ON if you want  
to set a password to protect the information in your  
Organizer from unauthorized access.  
ENTER  
when done.  
4.  
Press  
Setting the Start-up Display  
The Organizer only asks for a password if both the  
START-UP and ASK PASSWORD fields are set to  
ON.  
You can control the way Organizer behaves each time you  
turn it on, including the background that appears, whether  
your personal information is displayed and whether a  
password is required to access the Organizer’s information.  
The Start-up display offers three options:  
If you set ASK PASSWORD to ON, you must then select  
LOCK ORGANIZER from the User Preferences menu, in  
order to define the password to be used each time the  
Organizer is turned on.  
ON – The owner information (name, address, tel.) is  
displayed each time the Organizer is turned on. This  
will be useful in case you lose the Organizer, as  
anyone finding it would then be able to return it to  
you.  
ENTER  
when finished.  
4.  
Press  
The User’s Preferences screen reappears.  
OFF – The owner information is suppressed and the  
Organizer returns to the most recently used  
application.  
SET UP – The Organizer will automatically perform  
the User Setup and User Preferences procedure (ie.  
48  
4.  
Select LOCK ORGANIZER once again in order to  
Unlock the Organizer by giving the correct password.  
Setting the Password and Locking the  
Organizer  
1
Setting the World City  
The Organizer provides two levels of security. The first is  
the password required when the Organizer is turned on  
whenever the ASK PASSWORD option is set.  
As well as setting the Local city previously, you can also  
select the World city, used to display the time in another  
city of your choice alongside the Local time. When the  
Organizer is initialized, the World city is set to London.  
The second is the Lock Organizer function, which hides any  
data entries that have been previously marked as Secret.  
Once the Organizer is locked, the Secret entries cannot be  
accessed until the Organizer is Unlocked, for which the  
password must be given.  
To select the World city:  
1.  
Select MORE CLOCK SETTING from the User’s  
Preferences screen.  
Select this option if you want to define a password and lock  
the Organizer.  
The CHANGE WORLD CITY screen appears. A list of six  
capital cities is given, with four cities displayed at one time.  
1.  
From the User’s Preferences screen, select LOCK  
ORGANIZER.  
2.  
If the city you wish to select does not appear in the  
list, type the first letter of the desired country and  
select the desired city from the full list.  
The Set Password and Lock Organizer screen appears.  
2.  
Enter the password you wish to use whenever the  
ASK PASSWORD option is set or in order to unlock  
the Organizer whenever it has been locked, then  
ENTER  
3.  
Press  
city.  
once you have selected the desired  
ENTER  
press  
.
To start working with the Organizer  
A message appears reminding you to remember your  
password or keep it in a safe place.  
After initialization and the User’s Preferences have been  
set, the Organizer is ready to be used for normal work,  
such as the entry of information.  
ENTER  
3.  
Press  
.
1.  
Select START ORGANIZING.  
The User’s Preferences screen reappears.  
The Calendar application opens in the Monthly view.  
49  
2nd  
2.  
Select any application you wish to use by pressing the  
corresponding key.  
If you press  
, the Backlight will remain  
BACKLIGHT  
on for as long as you continue to use the Organizer, until  
you have not typed any key for 15 seconds. This is useful if  
you want to enter or access some information that will take  
longer than 15 seconds.  
Turning the Organizer on and off  
OFF  
Press ON to turn the power on and  
to turn the  
The Backlight will not function during the following  
conditions:  
When PC-Link mode is active  
During data transfer  
power off. The Organizer will not operate if the battery  
replacement switch is in the REPLACE BATTERIES  
position.  
Auto power off  
During printing  
When the battery level is very low.  
To conserve battery power, the Organizer will turn itself off  
if it has not been used for about 12 consecutive minutes.  
However, in order to avoid accidentally interrupting data  
transfers, the auto power-off function is disabled while  
communicating with other devices.  
Do not use the Backlight unnecessarily.  
Since the Backlight drains power from the operation  
batteries, excessive use of the Backlight will  
significantly reduce your battery life.  
Continuous use of the Backlight will, over time, lead  
to gradual loss of brightness.  
If the Organizer’s power goes off automatically before an  
entry you have been working with is stored in an  
If the Backlight is on for 10 minutes per day (e.g. 15  
seconds 40 times a day), the brightness will be  
reduced by half after 10* years (at an ambient  
temperature of 23°C and 65% humidity).  
* This figure may vary depending on the  
surrounding environment.  
application, the data will not be lost. When you press  
the Organizer will return to the same operating state as  
before the power turned off automatically.  
,
ON  
Backlight  
The Organizer provides a built-in Backlight, which allows  
you to view the display and use the Organizer even in low-  
light conditions, eg. in a theater, restaurant, or business  
Setting the LCD contrast to suit various  
lighting conditions  
presentation. Pressing  
once illuminates the  
BACKLIGHT  
display for around 15 seconds. When already on, press  
again to turn it off.  
From time to time, the contrast of the LCD display may  
have to be adjusted for ideal readability. You may find, for  
BACKLIGHT  
50  
MENU  
twice to open the PREFERENCES  
example, that a contrast setting that was fine for the home  
or office is not adequate when outdoors or when travelling  
on public transportation. Follow the procedure below to  
adjust the LCD contrast.  
1.  
2.  
Press  
menu.  
1
Select SET START-UP DISPLAY, then press  
.
ENTER  
MENU  
1.  
2.  
Press  
three times to open the TOOLS menu.  
The SET START-UP DISPLAY window opens.  
3. In the START-UP field, select OFF, then press  
Highlight ADJUST LCD CONTRAST, then press  
ENTER  
.
.
ENTER  
˜
CANCEL  
and start again.  
3.  
4.  
Adjust the contrast by pressing  
or  
.
If you make a mistake, press  
ENTER  
ENTER  
Press  
when you are satisfied with the  
4.  
Press  
.
contrast.  
The initial display is now disabled.  
If for some reason the display is too light or dark for  
you to read the display and operate the Organizer,  
you can adjust the contrast easily by first turning off  
For more information about configuring the start-up  
display, see p.183.  
MENU  
the Organizer, then holding down  
keyboard while pressing ON  
on the  
Turning the key beep on and off  
.
The Organizer can be set to make a sound (a beep) each  
time a key is pressed. This may help you to know whether a  
key has been pressed properly. The default setting is on,  
indicated by a musical symbol e on the top of the display.  
You can use the TOOLS menu to change the setting.  
Turning off the initial display  
The initial display shows the Owner’s Information and  
today’s date, and appears each time the Organizer is  
turned on, unless the display option is turned off by the  
user.  
MENU  
1.  
2.  
Press  
three times to open the TOOLS menu.  
to  
You may find that you wish to turn off the initial display, so  
you can resume work immediately the Organizer is turned  
on.  
Highlight KEY SOUND ON and press  
ENTER  
deselect it. (indicates that the option is currently  
set.)  
To turn off the initial message:  
The key beep is now turned off and the musical symbol e  
disappears from the top line of the display.  
51  
Menu operations  
Getting to Know Your Organizer  
Another powerful aspect of using the Organizer is its menu  
system, which can be used to quickly issue commands and  
perform operations. Two universal menus, PREFERENCES  
and TOOLS, are available from all applications. In addition,  
all applications have a menu for functions and commands  
that are specific to each application.  
The OZ-5600 Organizer is a compact yet sophisticated  
information management device that you can use anytime,  
anywhere. Its applications and utilities allow you to enter  
and organize information, and it has powerful  
communications facilities that enable you to put that  
information to optimum use when you return to your home  
or office. You can quickly update your computerized mailing  
lists, for example, or print out your weekly schedule, or  
even transfer your notes, letters and memos onto a PC for  
further processing. The OZ-5600 even has its own word  
processor that allows you to create finished documents for  
printing out later.  
MENU  
Pressing  
which contains the operations and commands specific to  
MENU  
once displays the application menu,  
the particular application. Pressing  
successively  
displays the PREFERENCES, TOOLS and PERIPHERALS  
menus.  
Items that are not  
currently available  
Applications  
in a menu are  
shown dimmed.  
#1-8A  
Operations on the Organizer are performed using  
applications. The Organizer’s Calendar and Schedule, for  
example, are applications that record and display time-  
related information. To start an application, press the  
corresponding key on the top of the keyboard.  
Indicates that there  
is a submenu for  
that menu item.  
Pop-up menus  
The Organizer’s pop-up menus offer a convenient and  
efficient method of selecting options from pre-defined lists,  
similar to many of the latest personal computer application  
software packages. Most applications and functions contain  
some pop-up fields. When the user moves to one of these  
When working in one application, you can switch to another  
application simply by pressing that application key. Data  
being processed in the first application will be saved, even  
if the entry is not complete.  
fields, the pop-up symbol appears on the right of the field.  
˜
Pressing  
causes the pop-up menu to appear,  
containing a list of options or values currently available for  
that field. You can then select the desired item from the list,  
52  
without having to type any text.  
Special symbols and characters, such as “&”, “?” and  
SMBL  
“/”, can also be entered by using  
explanation, see p.167.  
. For a full  
In addition, all date fields function as pop-up fields.  
Whenever a date can be entered, the user can press  
1
˜
to display the special pop-up one-month calendar. You can  
NEXT  
to select the desired month, then  
PREV  
Display symbols  
use  
and  
the arrow keys to select the desired date. You may find this  
more convenient than typing in the date directly, since the  
pop-up calendar also shows the days of the week.  
The following symbols appear at the top of the screen to  
indicate various operating conditions.  
This symbol appears at the top of the display to indicate  
that the current entry (in View or Edit mode) has been  
marked as Secret.  
#1-8B  
These symbols indicate that all information in an  
entry cannot be shown simultaneously on the  
display. The additional entries or fields which  
cannot fit onto the display can be viewed by  
pressing the displayed arrow key.  
The keyboard  
The Organizer’s keyboard has a standard layout, just like a  
typewriter or computer.  
a typewriter or computer, and  
key.  
works just like the Shift key on  
CAPS  
is like the Caps Lock  
2nd  
key has been pressed.  
2nd  
The  
The operating batteries are weak and need to be  
replaced (see p.199).  
BATT  
Above the keyboard are the special keys used to start the  
Organizer’s various applications, work with the various  
menus and control the cursor on the screen.  
CAPS  
CAPS  
has been pressed. In caps lock mode, all  
CAPS  
typed letters will be in upper case. Press  
again to turn off caps lock.  
Symbols in white above a key such as ' or : can be  
accessed by holding down  
appropriate key.  
and then pressing the  
T
The Organizer is locked. Entries marked as  
secret cannot be accessed without first entering  
the password and unlocking the Organizer (see  
p.186).  
Functions in blue above a key, such as HELP, can be  
accessed by pressing the particular key after pressing  
2nd  
2nd  
while you press  
. There is no need to hold down  
the desired key.  
53  
e
The key sound is on (see p.51).  
To get Help, press the number corresponding to the menu  
option describing the kind of Help you want. Pressing  
All alarms are enabled. When this symbol is not  
shown, the alarm sound for any alarms that have  
been set is disabled (see p.131).  
CANCEL  
takes you back to the display you were in  
previously. After selecting a number, the first page of help  
for corresponding topic is displayed.  
Built-in help and other messages  
If you make a selection from the above menu, the display  
that appears will resemble the following example:  
The Organizer has a built-in help feature which acts as a  
convenient, on-line reference manual. You can call up the  
2nd  
Help feature at any time simply by pressing  
HELP  
.
On-line help is quite extensive, so you may have to call up  
more than one screen to find the information you require.  
#1-10 Display  
When built-in help is not available  
In this type of display, pressing NEXT takes you to the  
On-line help is only available when called from an  
application screen, ie. not while performing a menu  
PREV  
next page of the display, pressing  
takes you to the  
takes you back to  
CANCEL  
previous page, and pressing  
the HELP INDEX menu.  
2nd  
HELP  
command or some other operation. Pressing  
when there is no application display on the screen will have  
no effect. Help is also not available within the Clock  
application.  
From time to time during normal operation, the Organizer  
will display messages to guide you through necessary  
tasks. Many of these messages will give you a choice of  
commands or ask you to confirm important operations,  
while others will simply display information for you to read.  
In most cases, you must make a selection or simply  
acknowledge the message before continuing.  
How to use built-in Help  
2nd  
If you press  
HELP from any application screen  
(excluding Clock), the HELP INDEX appears:  
Other messages may display information briefly before  
disappearing.  
#1-9 Display  
54  
1
55  
CHAPTER 2  
General Operation  
Opening an Application  
To start an application, simply press the corresponding key,  
located on the top of the keyboard. Each time you press  
his chapter introduces most of the  
Organizer’s basic operations. The Tel  
application will be used for the examples.  
2
CALENDAR  
2nd  
,
,
,
,
CLOCK  
,
ANN  
SCHEDULE TO DO  
T
TEL  
,
,
OUTLINE  
,
,
USER FILE  
MEMO  
However, most of the techniques described here  
can be applied to all of the Organizer’s  
applications. Each application is described in  
detail later on in the manual.  
or CALC , the selected application will  
MONEY TRACKING  
appear. Any application already being displayed will be  
hidden whenever a new application is selected. You can  
always return to another application at the exact point  
where you left off simply by pressing its key again.  
However, only one application at a time can ever be  
displayed.  
For a full explanation of the Tel  
application, see p.95.  
55  
Index mode  
Selecting the Display Modes  
Index mode shows you a one line view of each entry within  
the application. This allows you to easily find a particular  
entry, which you can then display in full (View mode) by  
Once an application is open, you can switch between three  
basic display modes: Index, View and Edit. Each display  
mode has its own unique appearance and particular  
purpose. Index mode is normally the default view when an  
application is opened, and provides a summary of the  
ENTER  
pressing  
.
The currently  
ENTER  
individual entries that have been created. Pressing  
#2-2-1 Display  
selected entry.  
after selecting a particular entry causes the entry to be  
displayed in View mode, which shows the full details of the  
entry. During View mode, the word VIEW appears at the  
top of the screen, and no entry details may be altered.  
Other operations:  
EDIT  
Pressing  
, either when an entry is displayed in View  
Creates a new entry for the current application  
(in Edit mode).  
NEW  
EDIT  
DEL  
mode or is selected in Index mode, causes the entry to be  
displayed in Edit mode. The entry’s details can then be  
altered as desired. During Edit mode, the word EDIT  
appears at the top of the screen. Edit mode is also used  
Displays the currently selected entry and edits it  
(Edit mode).  
when an entry is being created (by pressing  
).  
NEW  
Deletes the currently selected entry.  
PREV  
NEXT  
Displays any previous/subsequent  
entries not shown.  
The Calc and Clock applications do not have Index,  
View or Edit modes.  
˜
Selects an entry.  
56  
View mode  
Edit mode  
View mode allows you to see the full details of an entry,  
without being able to edit or change it.  
Edit mode is used to create a new entry or edit an existing  
entry.  
Cursor  
2
Indicates the  
selected field.  
#2-2-2  
#2-2-3 Display  
Other operations:  
Other operations:  
NEW  
Creates a new entry for the current application (in  
Edit mode).  
Clears a selected field.  
NEW  
CANCEL  
EDIT  
DEL  
Edits the currently displayed entry.  
Deletes the currently selected entry.  
Clears an entry without storing it or cancels  
an operation and returns to the previous view  
mode.  
PREV  
NEXT  
Displays any previous/subsequent entries not  
shown.  
ENTER  
Stores an entry in the Organizer’s memory or  
initiates an operation.  
˜
Displays any information not shown within an  
entry.  
˜
Activates the pop-up menu for a field  
displaying the “pop-up” symbol.  
'
§
˜
§
Moves the cursor.  
'
PREV  
NEXT  
Selects a field.  
57  
Notice that the cursor has moved to the next line and the  
size of the field box has been automatically adjusted.  
Creating a New Entry  
In Index or View mode, pressing  
for creating a new entry.  
opens a blank form  
NEW  
#2-3-2 Display  
Make the following new Tel entry:  
Name  
Tel.  
John Smith  
201-529-8200  
201-529-9695  
6.  
7.  
8.  
Type in 201-529-9695 FAX.  
Fax.  
˜
Press  
or NEXT to move to the ADDRESS field.  
Address 123 Main Street, Mahwah, NJ 07430  
TEL  
Type in 123 Main Street followed by  
.
1.  
The application opens in Index mode.  
2. Press on the keyboard.  
Press  
to open the application.  
Type in Mahwah, NJ 07430.  
ENTER  
to store the entry.  
9.  
Press  
NEW  
The message “Stored!” appears briefly. The entry is now  
stored in the Organizer’s memory and displayed in Index  
mode.  
A blank form opens in Edit mode.  
For other useful methods available in Edit mode, see  
below.  
#2-3-1 Display  
3.  
4.  
5.  
Type in the name Smith, John.  
˜
Press  
or NEXT to move to the NUMBER field.  
Type in 201-529-8200 and then press  
.
58  
Editing an Existing Entry  
Editing Techniques  
To edit an entry already stored in memory, you must first  
access the entry in Edit mode (in which it was originally  
created).  
This section explains all the general editing techniques  
used in Edit mode when making a new entry or editing an  
existing entry in all of the applications. (The Memo  
application has many additional features for working with  
text; see p.103 for more information.)  
2
TEL  
to open the application.  
1.  
2.  
3.  
4.  
5.  
Press  
Select the desired entry in Index mode.  
EDIT  
Fields  
Press  
Make any necessary changes.  
ENTER  
to open the entry in Edit mode.  
Most applications divide the display into field boxes. The  
number of fields in each application varies, as do the types  
of fields. The different types of field include text fields, a  
date field, time fields and pop-up fields. There are also a  
few special types of text fields. In the Tel and User File  
applications, you can define the number and names of  
fields according to your preferences (see p.100).  
Press  
finished.  
to store the changes when you are  
The new, edited entry is now stored, replacing the original  
entry.  
You can type any character into a text field. The size of a  
text field is limited only by the size of the entry. Text fields  
adjust their size automatically to accommodate the number  
of lines entered.  
Only a date can be entered in a date field, usually in the  
format MM/DD/YYYY. For example, you would type  
06231996 to enter June 23, 1996.  
Only a time of day can be entered in the time field, in the  
AM  
PM  
(for AM and  
format of HH:MM followed by  
PM). For example, to enter 9:00 AM, you would type 0900  
AM  
or  
then press  
.
59  
˜
When the pop-up symbol appears by a field while editing  
Typing in text  
an entry, this indicates that a pop-up menu is available for  
Typing in text is simple and straightforward. The  
Organizer’s keyboard layout is just like the keyboard on a  
typewriter or computer.  
the field. The pop-up menu contains a list of values  
˜
available for the field, and is used by pressing  
and  
selecting the desired value from the pop-up list. Note that  
the pop-up symbol only appears next to a field in Edit  
mode, when the field is selected. When you move out of a  
pop-up field, the pop-up symbol disappears.  
Letters (lower-case and upper-case)  
Any of the standard letters (A to Z) can be entered by  
pressing the corresponding key. All letters will normally  
While most pop-up fields require you to select an item  
from the pop-up menu list, a small number allow to  
type in text in addition to selecting from the menu.  
appear in lower case. Hold down either of the  
while pressing letter key(s) to enter upper-case letters.  
CAPS  
keys  
functions like a “Caps lock” key on a typewriter or  
computer. Once pressed, the symbol CAPS will appear in  
the display. Any letters typed while the Organizer is in  
CAPS mode will appear in upper case. To switch back to  
The cursor  
The cursor is used to work with text, indicating the position  
where text will be entered or deleted. It is also used to  
select items from menus or lists.  
In text fields, where there is no restriction on the type of text  
(letters or numbers) that can be entered, the cursor  
CAPS  
lower-case mode, simply press  
again. To enter  
lower-case letters while in CAPS mode, hold down  
while pressing a letter key.  
Numbers  
ß
appears as in insertion mode, or as in overwrite mode  
(see p.61).  
Numbers are entered using the numeric keypad located to  
the right of the display. The numbers are entered  
regardless of whether CAPS mode is on or off.  
In the date and time fields, the cursor appears as  
indicating that numbers only should be entered in a  
specified format (see above).  
,
Symbols  
In some text fields or boxes when there is no  
character at the cursor position, the cursor appears as  
_.  
The symbols that appear in white above certain keys can  
be entered directly from the keyboard. Holding down  
while pressing the appropriate key will allow you to enter  
these symbols. Colons can be entered by holding down  
60  
and pressing the  
key. In addition, a large number  
existing text. The cursor appears as in the overwrite  
mode. To switch back to the previous mode, press INS  
again.  
SMBL  
of special symbols are available by pressing  
p.167).  
(see  
2
Moving around the display  
Deleting text  
You can move the cursor around the display with the cursor  
If you make a mistake while entering text, use the following  
keys to erase the incorrect text, then enter the correct text:  
'
˜
§
keys  
,
,
, and  
. In addition, you can hold  
any cursor key down for continuous rapid movement.  
BS  
Deletes the character before the cursor.  
The following convenient keyboard shortcuts are also  
available in Edit mode:  
DEL  
Deletes the character at the cursor’s current  
location.  
'
2nd  
2nd  
2nd  
Moves the cursor to the end of the line.  
DEL  
Deletes the entire line the cursor is on.  
Clears the currently selected field.  
§
Moves the cursor to the beginning of the line.  
NEW  
Moves the cursor to the first line of a field (or  
the last line of the previous field if the cursor  
is already positioned on the first line of a  
field).  
Working with blocks of text  
Working with a block of text is sometimes easier and more  
convenient than working with characters one by one. The  
first step is to select the text to work with.  
˜
2nd  
Moves the cursor to the last line of a field (or  
the first line of the next field if the cursor is  
already positioned on the last line of a field).  
1.  
Hold down the  
key while using the cursor keys  
to move over the entire text that you want to work  
with. This will “highlight” the text (display it in reverse  
white on black).  
Inserting and overwriting text  
To insert text into some existing text, move the cursor past  
the character after which you wish to insert text and begin  
typing. Insertion mode is the Organizer’s default setting,  
#2-4-1 Display  
ß
indicated by the triangle cursor . To switch to the overwrite  
mode, press INS . Any text you enter will replace the  
61  
2.  
You can now perform a number of operations on the  
selected text:  
Scrolling the display  
If there is more information than can be displayed at one  
time, an arrow will appear at the top of the display. The  
arrows indicate the direction you need to scroll in. Press  
DEL  
BS  
or  
Deletes the selected text.  
2nd  
Copies the selected text to the  
clipboard so that it can later be  
pasted to another location.  
COPY  
˜
or  
to scroll the information one line at a time.  
CUT  
2nd  
2nd  
Deletes the selected text from its  
current location and moves it to the  
clipboard.  
PASTE  
Replaces the selected text with  
whatever is currently in the  
clipboard.  
Once text is selected, any new text that is typed in will  
replace the selected text. This can be useful if you are  
replacing one block of text with another, as selecting the  
old text and then typing the new text saves you the trouble  
of actually deleting it first.  
For a full explanation of the Cut/Copy/Paste functions,  
see p.161.  
62  
Finding Specific Entries in Your Organizer  
#2-5-1 Display  
There are a number of ways that you can locate entries and  
information in your Organizer. One is to scroll between  
2
entries using the NEXT and  
follows.  
keys. Others are as  
PREV  
4.  
When the desired entry is displayed, select it and  
ENTER  
press  
to see the entry in full.  
Using Index mode  
Using keywords  
Index mode gives you a listing of all the entries in a  
particular application.  
If you have no idea where an entry is or what letters it  
begins with, you can use the Search function to find your  
information easily. For example, suppose that you find a  
piece of paper with a phone number but no name, and who  
want to know whose number it is.  
It is useful for providing a summary list of the entries  
contained for that application, from which a desired entry  
may be selected.  
Many applications open in whichever mode was active  
when they were last used, ie. View, Edit or Index mode.  
SEARCH  
1.  
Press 2nd  
.
The Search window will open.  
1.  
2.  
Press the desired application key.  
If it is not already displayed, switch to Index mode by  
#2-5-2 Display  
CANCEL  
pressing  
.
A list of the existing entries appears.  
3.  
If the desired entry is not displayed, you can scroll the  
˜
2.  
Enter the phone number you have found. For  
example, type 529-8200.  
list of entries by pressing  
and  
.
To search only secret entries (see p.186), press 2nd  
-
to check the SECRET ONLY box.  
63  
˜
ENTER  
to  
3.  
Press  
, select TELEPHONE and press  
By date  
close the pop-up list and then again to begin the  
search operation. If you are not sure about which  
application to search, select ALL to search all  
applications.  
You can use the various Calendar views to quickly and  
easily find information related to a time and/or date.  
CALENDAR  
1.  
Press  
.
The calendar appears in the preset view.  
#2-5-3 Display  
#2-5-5 Display  
The Organizer will now display the first entry that contains  
the text or “keyword” that you entered.  
2.  
Select a day using the cursor keys, then press  
ENTER  
to see the Weekly view.  
#2-5-4 Display  
#2-5-6 Display  
If there is more than one entry that contains the keyword,  
ENTER  
again to see the Daily view.  
3.  
Press  
press NEXT until you find the entry you are looking for.  
ENTER  
Then press  
when you have finished searching.  
If you highlight text in an entry before pressing 2nd  
to begin a search, the text is automatically  
SEARCH  
#2-5-7 Display  
entered as the search keyword.  
64  
4.  
In the Daily view, highlight an entry and press  
ENTER  
Deleting Entries  
to display the details of the entry.  
Entries in the Organizer can be deleted using either the  
For more information about using the Calendar  
application, see p.69.  
DEL  
key or the application menu.  
2
You can open the Calendar menu by pressing  
Deleting single entries  
MENU  
to select the desired Calendar view.  
1.  
2.  
3.  
Open the desired application.  
Select the entry in Index mode.  
DEL  
Press  
on the keyboard.  
A confirmation message appears asking if you are sure you  
want to delete the selected entry.  
N
4.  
Press  
Y
(or  
to cancel the deletion).  
Deleting entries using the application menu  
You can also make deletions using the application menu.  
The DATA DELETION submenu allows you to do this  
flexibly and easily.  
1.  
2.  
Open the desired application.  
Select the entry in Index mode or display it in View  
mode.  
MENU  
3.  
4.  
Press  
to open the application menu.  
ENTER  
Select DATA DELETION, then press  
.
65  
The submenu appears.  
#2-6-1 Display  
Checking the Time and Date  
Deletes a  
selected entry.  
2nd  
1.  
To check the current date and time, press  
CLOCK  
Deletes Filtered  
entries.  
.
Deletes all entries  
in TEL 1, TEL 2  
or TEL 3 file.  
Deletes all entries  
in all TEL files.  
#2-7-1 Display  
2.  
Press any other application key to close the Clock  
application.  
ENTER  
5.  
Select SELECTED ENTRY, then press  
.
For a full explanation of the Clock application, see  
p.126.  
A warning message appears asking if you are sure you  
want to delete the entry.  
N
Y
6.  
Press  
(or  
to cancel the deletion).  
66  
CANCEL  
to close the display.  
ENTER  
3.  
Press  
or  
Checking the Memory  
Even if the display shows a small amount of free  
memory available, that amount may be insufficient for  
certain operations to work properly. You are strongly  
recommended to carry out regular “housekeeping” by  
deleting unwanted or out-of-date information to  
prevent the memory becoming full.  
The Organizer has a certain memory capacity in which  
operations are carried out and data that has been entered,  
such as phone numbers and memos, are stored. When the  
amount of data already stored approaches the Organizer’s  
maximum memory capacity, you may not be able to store  
an entry or the data being processed may be lost when you  
change applications. To avoid these problems, you should  
check the remaining memory space regularly and free up  
space when necessary by deleting out-of-date entries. The  
Check Memory function allows you to easily check the  
amount of free memory available in the Organizer, and thus  
avoid the inconvenience of running out of memory and  
losing data.  
2
MENU  
three times to display the TOOLS  
1.  
Press  
menu.  
ENTER  
2.  
Select CHECK MEMORY, then press  
.
The display shows the summary of the Organizer’s memory  
usage and availability.  
#2-8-1 Display  
67  
Other important facilities and functions are provided via the  
PREFERENCES menu, which allows you to tailor the  
Organizer and is described in Chapter 10, and the  
PERIPHERALS menu, which provides commands for  
printing and data transfer, described in Chapter 9.  
The TOOLS Menu - the Organizer’s Basic Utilities  
Many of the Organizer’s basic utilities are accessed through  
the TOOLS menu. The menu is also used to set up and  
configure certain features, such as the display contrast and  
WORD  
the  
key. An illustration and summary of the TOOLS  
menu (including page references where full explanations  
can be found) are provided below.  
Adjusts the contrast of  
the LCD display (see  
p.50).  
Stores entries transferred  
from other units (see p.178).  
#2-9-1 Display  
Shows the amount of free  
and used memory (see p.67).  
Displays all characters in  
bold type (see p.190).  
Use to assign words to the  
WORD key (see p.164).  
Turns the alarm sound for  
stored alarms on and off (see  
p.131).  
Turns the key beep on and  
off (see p.51).  
68  
CHAPTER 3  
Time Management  
The Calendar Application  
The Calendar represents the Organizer’s most central  
utility. It serves as a calendar that you can reference at any  
time for the correct date, and also as a time management  
utility, indicating important dates so that you can keep track  
of your time and appointments. The application performs as  
a highly sophisticated calendar that can display details of  
any month from January 1901 to December 2099. The  
Calendar also provides you with a convenient way of  
accessing, viewing and making new entries in the Ann,  
Schedule, and To Do applications.  
he Organizer’s Calendar, Schedule,  
To Do, and Ann (Anniversary)  
applications let you structure and manage  
T
your time easily, whether scheduling  
3
appointments or giving reminders about  
important people and events. The explanations  
and examples in this chapter will give you the  
information you need to make all of the time  
management features of these applications work  
for you on a daily basis.  
Selecting a Calendar view  
The Calendar application is used to display and indirectly  
access information about time and dates. The Calendar  
provides you with three ways of viewing the information:  
Daily, Weekly, and Monthly. The default view is the  
Monthly view with the next month displayed as well, but you  
can customize the Calendar to display the desired view  
each time you open the application.  
The different views are linked by the selected date, which  
means that you can switch from one view to another and  
the selected date will not change.  
To change from the monthly view, select the desired date  
then press the  
Pressing the  
button to display the Weekly view.  
button again will display the Daily  
ENTER  
ENTER  
view for the selected date.  
69  
You can also use the menu to select a particular  
Calendar view directly, regardless of which view you  
are already using.  
date for a To Do entry (see p.80). On the right of the  
display, the Monthly Goal box shows any Monthly Goals  
created in the To Do application for that month.  
1.  
2.  
3.  
Press MENU to open the application menu.  
An upper dot next to a date indicates a Schedule entry for  
that morning (AM), and a lower dot indicates one in the  
afternoon or evening (PM) (see p.74).  
Select VIEWS and press  
.
ENTER  
Select VIEWS and select the desired view in the sub  
menu and press  
PREV  
NEXT  
to move forward or  
You can use  
or  
.
ENTER  
backwards one month at a time.  
You can change Calendar application’s initial display.  
Select SET UP MONTHLY VIEW from the Calendar  
menu, then select the preferred default view (Monthly  
or Daily).  
The Monthly view: Monthly Goals display  
The Monthly view normally provides you with the details of  
the selected month together with a summary of the month  
following it. However, if you choose to display the Monthly  
Goals (made within the To Do application), it will be  
displayed in place of this 2nd-month calendar.  
The Monthly view  
The Monthly view is the Calendar application’s default  
view, and provides a complete summary of the days, dates  
and various activities entered for a given month.  
To display the Monthly Goals in place of the 2nd-month  
calendar:  
1.  
Press MENU  
.
#3-1-1 Display  
On the Calendar menu, appears next to HIDE  
MONTHLY GOALS.  
2.  
Select HIDE MONTHLY GOALS then press  
.
ENTER  
The number of days in the year that have passed, the number  
remaining, and in which week the currently selected day falls.  
The 2nd-month calendar disappears, and the Monthly  
Goals are displayed in its place.  
The flashing date indicates the currently selected date. A  
highlighted day indicates there is an Ann entry on that day  
(see p.90). The ! symbol indicates that the day is a due  
When you press  
appears next to HIDE MONTHLY GOALS.  
again, notice that no longer  
MENU  
70  
If you re-select HIDE MONTHLY VIEWS from the  
application menu, the 2nd-month calendar will  
reappear.  
The Daily view  
The Daily view is convenient for viewing all entries for a  
single day. It can be accessed from the Weekly view by  
highlighting a day and pressing  
.
ENTER  
#3-1-2 Display  
The number of  
entries for the  
current day.  
3
Monthly Goals in the  
To Do application.  
Time bar for  
#3-1-4 Display  
Schedule entries.  
PREV  
You can use  
or NEXT to move forward or  
Selected entry  
backwards by one month at a time.  
Shaded portions on the bar graph indicate times of the day  
when you have appointments or other commitments. These  
are shown to the nearest five minutes. Portions that are  
blackened indicate that you have more than one  
appointment during that period.  
The Weekly view  
The Weekly view shows the schedule over a one-week  
period. To open the Weekly view, highlight a date in the  
Monthly view and press  
.
ENTER  
§
Press  
'
to display the bar graph for the morning and  
to display the bar graph for the evening.  
Selected date  
#3-1-3 Display  
˜
To select an entry, use  
the entries, then press  
and  
to step through  
to display the entry in  
ENTER  
the View mode of the application that was used to  
create it.  
PREV  
Press  
or NEXT to display the preceding or  
following weeks, respectively.  
CANCEL  
to return to the Weekly view.  
Press  
'
©
When appears, press  
to view additional entries  
for that day.  
You can also step through days one by one using  
PREV  
NEXT and  
.
CANCEL  
Press  
to return to the Monthly view or press  
to go to the Daily view for the highlighted date.  
ENTER  
71  
date to select it for display in another Calendar view.  
However, another convenient way of selecting a date that is  
not on the display is using GO TO A SPECIFIC DATE in  
the Calendar application menu.  
Finding entries using the Calendar views  
Individual entries in the Schedule, To Do, and Ann  
applications can be recalled from the Calendar’s Daily  
view.  
1.  
Press MENU in any Calendar view, and select GO  
TO A SPECIFIC DATE, then press ENTER  
In the Calendar application:  
.
1.  
Go to the Daily view.  
#3-1-5 Display  
A date entry window appears.  
Ann entry  
Schedule entries  
To Do entry  
#3-1-6 Display  
2.  
3.  
Select the entry you wish to see in full.  
2.  
3.  
Enter the date you want to select in the order of  
month, day, and year. Single-digit months and days  
should be preceded by a “0”.  
Press  
.
ENTER  
The selected entry is displayed in detail.  
Press  
.
ENTER  
An overdue entry in the To Do application (an entry  
for which the due date has passed) will always be  
displayed when today’s date is viewed in the  
Calendar. This serves as a reminder that the To Do  
task is still outstanding.  
The selected date will appear in the current Calendar view.  
You can calculate a date some time in the future or  
the past using the Calc function. See p.120.  
Making new Schedule, To Do and Ann entries  
Selecting a date  
As well as displaying a variety of time management  
information, the Calendar also allows you to create new  
entries for any of the Organizer’s other time management  
applications.  
From any view, you can scroll to the previous or next time  
period (whether the next month, week, or day) by pressing  
or NEXT , then moving the cursor to a specific  
PREV  
72  
To create a new Calendar entry:  
1. From any Calendar view, press  
A new entry for the selected application appears in Edit  
mode.  
NEW  
, or select  
CREATE ACTIVITIES from the application menu.  
5.  
Enter the date/time details as required for the  
ENTER  
particular application, then press  
.
The CALENDAR ACTIVITIES window appears.  
#3-1-7 Display  
The new entry is then stored, together with the description  
you entered in step 2 above.  
3
The Calendar application menu  
Goes directly to today’s  
date in the Monthly view.  
2.  
Type in a description of the event to be entered, then  
press  
Selects the Calendar view  
(see p.69).  
.
ENTER  
Goes directly to a particular  
date (see p.72).  
If you made another entry this way previously, the  
description text for that entry appears highlighted on  
the screen. You can use the arrow keys to edit the  
description if desired. Otherwise, typing in a new  
description will automatically cause the old text to be  
discarded.  
#3-1-8 Display  
Selects Two-month view or  
one month view with Monthly  
Goals (see p.70).  
Sets the Calendar’s default  
view (see p.70).  
Makes new Schedule, To Do  
and Ann entries (see p.72).  
If new text was entered, the message “Stored!” appears  
briefly, followed by the Select Application window.  
Deletes selected Schedule  
entries (see p.76).  
˜
3.  
Press  
, select the application for which you want  
to create the new entry, then press  
.
ENTER  
The selected application appears in the application box.  
CANCEL  
to cancel the  
4.  
Press  
to proceed (or  
ENTER  
new entry).  
73  
NEW  
2.  
Press  
.
The Schedule Application  
The Schedule application allows you to enter  
#3-2-1 Display  
appointments, times and dates for meetings, parties and  
events, and also to set an alarm to sound prior to or at the  
time of a scheduled entry. This makes it easy to organize  
your entire day and manage your appointments.  
Schedule entries are indicated on the Calendar’s Monthly  
view by a small black dot next to the date of an entry,  
providing an overview of your schedule.  
PREV  
3.  
4.  
Press  
to move to the date field.  
˜
Use the keyboard or press  
1996, then press NEXT to move back to the time  
to select October 31,  
field.  
Making new entries  
PM  
then enter  
5.  
6.  
7.  
Enter the start time 0830 and press  
1200 (the default is AM).  
A Schedule entry has three fields for the date, time, and a  
description of the event.  
Press NEXT to move to the DESCRIPTION field and  
enter Holloween Party.  
There are three basic steps to making a new entry in the  
Schedule application: selecting the date, entering the  
starting and ending time, and entering a description of the  
event. (Entering a starting and ending time is optional, but  
you must enter a description.)  
Press  
.
ENTER  
The new entry is now stored.  
Indicates the starting  
time of the currently  
displayed entry.  
Enter the following information:  
#3-2-2 Display  
Date  
October 31, 1996  
8:30 p.m. – 12:00 a.m.  
Halloween Party  
.
Time  
NEW  
Press  
if you want to make another entry on the  
Description  
same day and enter the new details.  
SCHEDULE  
Press  
1.  
You can also select a date for the new entry using the  
application menu. See p.77.  
74  
that appears in the DESCRIPTION field of the entry, you  
can find the entry by searching for it.  
Finding Schedule entries  
There are three convenient ways to find particular schedule  
entries, depending on the situation you are in. These are:  
Index mode, Calendar view and searching using keywords.  
2nd  
1.  
Press  
.
SEARCH  
The Search window appears.  
Using Index mode  
2.  
3.  
Type in any word that you think appears in the  
DESCRIPTION field of the entry you are looking for.  
3
CANCEL  
(if it is not  
1.  
Go to Index mode by pressing  
already displayed).  
Press  
.
ENTER  
The entries you have made are listed in chronological  
order. If you do not see the entry you want to view, press  
If you still do not see the desired entry, press NEXT to  
display subsequent matching entries.  
PREV  
or NEXT to scroll through the entries until you find  
4.  
Press  
when you find the entry you want.  
ENTER  
it.  
2.  
3.  
The Search function does not distinguish between  
upper- and lower-case letters.  
Select the desired entry.  
Press  
.
ENTER  
The complete entry is displayed.  
Moving appointments and editing entries  
You can also jump to entries by specifying the date.  
See p.77.  
You can easily keep track of schedule changes, by editing  
entries, including the date and time, without having to re-  
enter all the information from the beginning. If the time and/  
or date of a Schedule entry is changed, the entry is  
automatically re-sorted for display in the correct  
chronological order with other entries.  
Using the Calendar view  
You can access the Schedule entries from the Daily view  
of the Calendar application by selecting the desired entry  
and pressing  
. (See p.72 for details.)  
ENTER  
1.  
2.  
3.  
Select the entry you want to change in Index mode.  
EDIT  
Searching using keywords  
Press  
.
Even if you cannot remember the date of an event or  
appointment, if you know the subject and/or a single word  
Move to the field you want to change.  
75  
4.  
5.  
Make the desired changes.  
Press ENTER  
3.  
Select SELECTED ENTRY, then press ENTER  
.
.
A warning message will appear asking if you are sure you  
want to delete the entry.  
The new edited entry is now stored.  
Y
N
4.  
Press  
(or  
to cancel the deletion).  
You can also use cut and paste to move  
appointments.  
DEL  
You can also delete an entry by pressing  
after  
selecting it in Index mode or displaying it in View  
mode.  
Deleting entries  
You can delete single entries or groups of entries.  
Deleting all entries  
For a full explanation of deleting Filtered entries, see  
p.166.  
All Schedule entries can be deleted at one time using the  
menu.  
MENU  
in Index or View modes to open the  
1.  
Press  
Deleting single entries  
application menu.  
1.  
In the Schedule application, select the entry you want  
to delete in Index mode or display it in View mode.  
Or  
In the Calendar application, select the entry you want  
to delete in the Daily or Weekly view.  
2.  
Select DATA DELETION, then press ENTER  
.
A submenu appears.  
3. Select ALL SCHEDULE ENTRIES, then press  
ENTER  
.
MENU  
2.  
Press  
to open the application menu, select  
A confirmation message will appear asking if you are sure  
you want to delete all the entries in the application.  
DATA DELETION and press ENTER  
.
A submenu opens.  
N
4.  
Press  
(or  
to cancel the deletion).  
Y
It is not possible to delete all entries (using ALL  
SCHEDULE ENTRIES) if the unit is locked. See  
p.186.  
#3-2-3 Display  
76  
Deletion of entries over a specific period  
1.  
In Index or View mode of the Schedule application,  
press , and select GO TO A SPECIFIC  
MENU  
DATE, then press  
You can delete all Schedule entries for a period of a month  
or a single day using the Calendar application.  
.
ENTER  
A date entry window appears.  
1.  
Press CALENDAR and select a date which falls  
within the period in which you want to delete all  
Schedule entries.  
3
#3-2-4 Display  
2.  
Press MENU and select DATA DELETION, then  
press  
.
ENTER  
A submenu appears.  
2.  
3.  
Enter the date you want to go to.  
Press  
3.  
Select the desired period for deletion.  
.
ENTER  
A warning message appears asking if you are sure you  
want to delete all the entries for the selected period.  
The first entry on that day is selected in Index mode, or  
displayed in View mode.  
N
4.  
Press  
(or  
to cancel the deletion).  
Y
NEW  
If you would like to make a new entry, press  
you would like to view other entries on that date, press  
PREV  
, or if  
Deletion of entries over a specific period cannot be  
NEXT or  
.
done if the Organizer is locked (see p.186).  
To delete all Schedule entries over a specific  
period, you must be in a Calendar view which  
includes the entire period you want to delete. For  
example, you cannot delete entries for an entire  
month while in the Daily view.  
Making entries for recurring and extended  
events  
Using the Schedule application’s Repeat function, you can  
copy entries to other days or dates without having to type in  
each one individually. This is convenient for those  
Selecting a specific date  
appointments, meetings, and other events that are held  
regularly. The Repeat function can also be used to enter an  
event that spans a period of a few days or a few weeks,  
If you want to jump to a specific date to find entries or make  
a new entry, you can do it easily using the application  
menu.  
77  
such as a business trip or vacation. Six different types of  
repeating events include:  
1.  
Select the date when the entry will occur for the first  
time in the Schedule application.  
NEW  
2.  
3.  
4.  
5.  
6.  
Press  
.
Daily  
Move to the DESCRIPTION field.  
Repeats on the following one or more days for events that  
span consecutive days.  
Enter the description. Type Vacation.  
Press  
.
ENTER  
Work day  
Press MENU and select REPEAT THIS ENTRY,  
then press  
The same as Daily repeat, but excludes weekends.  
.
ENTER  
Weekly  
Repeats the same day each week for regular weekly  
events.  
#3-2-5 Display  
Bi-weekly  
˜
7.  
8.  
Press  
DAILY.  
to display the pop-up list, then select  
Repeats every other week.  
Monthly by day  
Enter the number of additional days on which the  
event will be repeated. An entry can be repeated up  
to 999 times. In this case, type 4 (together with the  
original entry, the event will occur on five days).  
Repeats the same day of each month (for example, the first  
Tuesday) for regular monthly events on a specific day.  
Monthly by date  
Repeats the same date each month (for example, the 10th)  
for regular monthly events on a specific date.  
#3-2-6 Display  
For example, if you have a five-day vacation beginning on  
June 24th:  
9.  
Press ENTER  
.
78  
Your five-day vacation is now stored.  
Date  
March 16, 1996  
1:00 – 2:00 pm  
Lunch with Sally  
You can confirm that your vacation has been entered by  
checking the Calendar monthly view.  
Time  
Description  
1.  
2.  
In the Calendar or Schedule applications, select the  
NEW  
#3-2-7 Display  
desired date and press  
.
3
Enter the starting time and ending time, each followed  
PM  
by  
.
To repeat an entry that has already been stored,  
select it in Index mode, then proceed from step 6  
above.  
The cursor moves to the alarm time field. When this field is  
empty, this means that no alarm is currently set.  
PM  
3.  
Enter the desired alarm. Type 1200 and press  
.
Events like the second and fourth Thursday of  
each month can be generated by making two  
different schedule entries and repeating each one.  
If you want to set the alarm at the schedule’s starting  
2nd  
ALARM  
time, skip step 3 above and press  
.
Note that the alarm symbol is different from the  
Setting a Schedule alarm  
bell which appears at the top of the display to indicate  
that any alarms already marked as set throughout the  
Organizer will sound at the designated time.  
A Schedule alarm can be set to remind you of scheduled  
events such as appointments and meetings. You can set an  
alarm for any entry that has a starting time set. Alarms that  
have been set will sound even if the unit is turned off. After  
setting the alarm for a scheduled event, the  
next to the event in Index mode and in the Calendar’s Daily  
5.  
6.  
Move to the DESCRIPTION field and type Lunch with  
Sally.  
((  
( (  
will appear  
Press  
.
ENTER  
view.  
To set an alarm for an entry that has already been stored,  
display the entry in Edit mode and enter the desired alarm  
Enter the following information with an alarm set for one  
hour in advance:  
2nd  
ALARM  
time in the alarm field or press  
alarm at the entry’s starting time.  
to set the  
79  
You can also set alarms separately from Schedule  
entries. See p.130.  
The To Do Application  
The To Do application is a valuable organizational tool to  
help you meet deadlines and to add structure and efficiency  
to your work as well as the goals that you set for yourself.  
This application allows you to organize and track tasks and  
objectives, assign them priorities, and assign up to five  
categories to each entry, making it possible to access them  
selectively in a variety of ways. To help you in this task,  
entries are identified as TO BE DONE, DONE, or  
MONTHLY GOALS.  
Clearing a set alarm  
To clear an alarm that has been set for a Schedule entry,  
display the entry in Edit mode, then press  
2nd  
ALARM  
.
You can disable all set alarms simultaneously. See  
p.131.  
The Schedule application menu  
Selects the Calendar view  
(see p.69).  
Making new entries  
#3-2-8 Display  
Shows today’s Schedule  
entries.  
Entries in the To Do application contain nine fields:  
Description, Due Date, Priority, Done indicator, and five  
fields for categories. These categories, which you can  
define yourself and assign as you like, can be used to  
manage tasks according to project, the personnel involved  
in them, or any other groupings you wish to define.  
Goes directly to particular  
date.  
Used to enter events that  
occur regularly, or mark an  
event that spans a period of  
time (see p.77).  
Selects the specific entries for  
deletion (see p.76).  
The way in which To Do entries are displayed in the  
Calendar views will differ depending on the contents of the  
Due Date field, as follows:  
Entries with no due date are always shown on the  
display for today’s date.  
Entries with a due date (month, day, and year) are  
shown only on that date.  
80  
Entries for which only a month and year (no day) have  
been entered are considered to be Monthly Goals and  
are displayed in a special box for monthly goals which  
appears in the Calendar’s Monthly view.  
#3-3-1 Display  
This system provides the flexibility for an entry to be  
displayed according to the type of task. For example, you  
could enter a daily task, leaving the DUE DATE field blank,  
and it would be displayed every day as part of that day’s  
schedule; or for a long-term project, enter the month in the  
DUE DATE field without a specific date and it will be shown  
only in the Monthly view as a Monthly Goal.  
3.  
4.  
5.  
Enter the description of the entry. Type Prepare Alpha  
project  
proposal for John.  
3
Skip the DUE DATE field and move to the PRIORITY  
field.  
Type 1.  
Assigning priority to entries  
#3-3-2 Display  
In the PRIORITY field you can enter a number (0-9) or  
letter (A-Z) (but not special or accented characters), which  
then indicate the importance of a task or project. (Numbers  
are given priority over letters.)  
6.  
Press  
.
ENTER  
The entry is now stored.  
Enter the following information:  
Assigning due dates to entries  
Description  
Prepare Alpha project proposal for  
John  
A To Do entry must be given a due date (or month) so the  
Organizer knows how to classify it and the Calendar knows  
when it becomes due. The due date can be entered either  
by typing in the actual date, or by selecting the date from  
the pop-up calendar and using the arrow keys to select the  
desired month and day.  
Priority  
1
1.  
2.  
Press  
Press  
.
TO DO  
NEW  
.
The To Do entry display opens.  
81  
Enter the following information:  
2.  
3.  
4.  
Enter a description. Type Read manuscript.  
Move to the DUE DATE field.  
Description  
Due Date  
Sales report  
Mar 10, 1996  
Enter the month when you want to accomplish this.  
Type 08.  
In the To Do application:  
'
5.  
Press  
twice (skipping the date) and enter the  
NEW  
1.  
2.  
3.  
Press  
.
year. Type 1996.  
Type Sales report.  
6.  
Press  
.
ENTER  
Move to the DUE DATE field. Enter the due date in  
the order of month, day, year. Type 03101996, or  
The entry is now stored.  
˜
PREV  
press  
, use  
and NEXT to display March  
Now check that the entry you made is displayed on the  
˜
§
'
1996, then use  
the 10th of the month.  
and to move to  
Calendar.  
7.  
Press CALENDAR  
.
4.  
Press ENTER  
.
Entering a monthly goal  
#3-3-3 Display  
If you enter only the month and year in an entry’s DUE  
DATE field (with no specific date), the entry becomes a  
monthly goal, and will appear in the Calendar’s Monthly  
view when HIDE MONTHLY GOALS is deselected.  
Monthly goal entries are displayed within a box.  
Finding entries using Index mode  
You have a manuscript you have to read by the end of  
August.  
1.  
Go to Index mode.  
In the To Do application:  
#3-3-4 Display  
NEW  
1.  
Press  
.
82  
Index mode in the To Do application can show entries  
based either on their priority level or their due date. In the  
default setting, entries with an assigned priority are  
displayed first (in the order of number, then letter), followed  
by entries with no assigned priority. Select INDEX BY from  
the application menu, then DATE from the submenu to  
display entries in chronological order based on the due  
date. To return to a display based on priority, select INDEX  
BY from the menu, then PRIORITY from the submenu. This  
means you can access entries in the way that is most  
convenient for you.  
2.  
Select HIDE MONTHLY GOALS and press  
.
ENTER  
The Monthly Goals will then be displayed the next time the  
Calendar’s Monthly view is selected.  
3.  
Press MENU again to confirm that no appears  
next to HIDE MONTHLY GOALS, indicating the option  
has been deselected.  
3
To select HIDE MONTHLY GOALS, repeat the above  
procedure. The will then appear on the menu.  
An overdue entry (ie. an entry for which the due date has  
passed) will always be shown in the Calendar views on the  
display for today’s date as well as on its due date.  
2.  
Press MENU and from the VIEWS submenu, select  
the file you want to review.  
3.  
If you want to see the details of an entry, select the  
Using keywords  
entry and press  
.
ENTER  
Using the contents of any fields, including the DUE DATE  
and PRIORITY fields, you can access desired entries  
directly.  
The entry is displayed in View mode.  
Controlling how the Calendar displays To Do  
information  
In the To Do application:  
2nd  
1.  
Press  
SEARCH  
.
To Do entries are indicated with ! beside their due dates in  
the Calendar’s Monthly views. The Calendar application  
can also display a reminder of any Monthly Goals that have  
been set.  
The Search window appears.  
2.  
3.  
Type in any word you remember in the entry you are  
looking for. This word may occur in any field of the  
entry.  
To display the Monthly Goals:  
1.  
From the Calendar application, press MENU .  
Press  
.
ENTER  
The application menu appears.  
83  
If you still do not see the desired entry, press NEXT to  
display the following matching entries.  
application, which lets you check off a monthly goal entry or  
a task that you have completed before its due date.  
4.  
Press ENTER when you find the entry you want.  
Checking off entries using the Calendar  
The Search function does not distinguish between  
upper- and lower-case letters.  
1.  
2.  
3.  
Press CALENDAR  
.
Go to the Daily view.  
Editing entries  
Display the date you want to check.  
1.  
2.  
Select the entry you want to change in Index mode.  
EDIT  
If the entry you want to check off is not displayed, press  
˜
until it appears.  
Press  
.
The selected entry opens in Edit mode.  
#3-3-5 Display  
3.  
4.  
Make the desired changes.  
Press  
Check box to  
mark task as  
completed  
.
ENTER  
The updated entry is now stored.  
4.  
Go to the entry you have completed and press  
.
Checking off completed entries  
Once you have reached a target or goal you set for  
yourself, it is a good idea to check off the entry as  
completed so that you can concentrate on things still to be  
done. Any entry marked as done will remain displayed on  
the done date in the Calendar. This allows you to go back  
and review entries that have already been completed.  
#3-3-6 Display  
The box is now marked with , and the entry is marked as  
having been completed today.  
This operation can be done either using the Calendar,  
which makes it easy to check completed entries when you  
check your schedule for the day, or in the To Do  
If you mistakenly check off an entry as completed,  
you can uncheck the entry by pressing  
84  
again. However, if you do this, the entry will be stored  
without a due date.  
Using categories  
A category is a name that you assign to an entry so it can  
be grouped with other entries for subsequent selective  
access. You can use categories to organize your  
information, for example, to group tasks by project,  
personnel, or other criteria that you may find useful. Up to  
32 different categories can be used in the To Do  
application, and up to five categories can be assigned to  
each entry. Once a word is entered within an entry as a  
category, that word is automatically stored and sorted  
alphabetically in the category list, from which you can  
select a category to assign to an entry. You can also  
manually add a word directly to the category list, as well as  
editing and deleting words in the list.  
Checking off entries in the To Do application  
1.  
Select the entry in Index mode.  
3
Check box  
#3-3-7 Display  
2.  
Press  
.
The entry is checked off and the box is marked with .  
The DUE DATE field name changes to DONE DATE and  
today’s date appears in it.  
Be careful when manually adding categories because  
the Organizer distinguishes between upper- and  
lower-case letters for category names. For example,  
“For John” and “for john” are treated as different  
categories.  
3.  
Press ENTER  
.
If you mistakenly check off an entry as completed,  
you can uncheck the entry by pressing  
Making entries using categories  
again. However, if you do this, the entry will be stored  
without a due date.  
Enter the following:  
Description  
Due Date  
Call Frank re: Alpha Project  
Once a project or task is completed, and you no  
longer need the To Do reminder, you can delete the  
entry, or groups of entries, which will free up memory  
in the Organizer. See p.88.  
Mar 15, 1996  
Phone Call  
Alpha Pro.  
Category 1  
Category 2  
85  
NEW  
1.  
2.  
Press  
.
Enter the description and due date. Type Call Frank  
#3-3-9 Display  
˜
re:  
Alpha Project  
03151996.  
3.  
4.  
5.  
Move to the CATEGORY 1 field.  
You cannot use the same category more than once  
within the same entry.  
Enter the category. Type Phone Call.  
Move to CATEGORY 2. Type Alpha Pro.  
Assigning categories using the category list  
1.  
When entering or editing an entry in Edit mode, move  
to any of the five CATEGORY fields.  
#3-3-8 Display  
The pop-up symbol appears at the right.  
˜
2.  
Press  
.
6.  
Press  
.
ENTER  
The Category window opens with the first category  
selected. Categories are listed in alphabetical order.  
The entry is stored and, at the same time, the two  
categories you entered are stored in the category list.  
7.  
The Index view for the To Do application appears.  
8. Press MENU , select CATEGORIES and press  
Press  
to return to Index mode.  
ENTER  
#3-3-10 Display  
.
ENTER  
3.  
Select the desired category and press  
.
ENTER  
The CATEGORIES window appears.  
The category window closes and the selected category  
appears in the field.  
˜
9.  
Press  
to display the pop-up category list.  
4.  
Press ENTER  
.
86  
DEL  
. A confirmation message appears. Press  
Y
You cannot use the same category more than once in  
the same entry.  
N
to confirm the deletion (or  
operation).  
to cancel the  
Updating the Category list  
If the Category is currently in use by one or more  
entries, a warning message will be displayed and it  
will not be deleted.  
Since the number of categories and the Organizer’s  
memory are both limited, you may wish to delete unused  
categories. Also, you may wish to define a number of new  
categories without creating a new To Do entry, or even edit  
the names of existing categories.  
3
CANCEL  
when you have finished making your  
4.  
Press  
changes.  
The To Do Index view appears.  
1.  
From the To Do application’s Index view, press  
MENU  
.
When you edit a category name, any To Do entries  
that refer to that category are automatically updated  
to reflect the change.  
2.  
Select CATEGORIES and press  
.
ENTER  
The CATEGORIES window appears.  
3. Make the desired change to the category list:  
Accessing the To Do entries by category  
You can choose to view only those entries that have been  
assigned a specific category.  
NEW  
To enter a new category: Press  
new category name, then press  
, type in the  
.
ENTER  
1.  
Press MENU to open the application menu. The  
VIEWS command should already be selected. Press  
˜
To edit an existing category: Press  
, select the  
desired category from the list and press ENTER . The  
selected category appears in the category box. Press  
.
ENTER  
EDIT  
, make the necessary changes then press  
The VIEWS submenu appears.  
2. Move to BY CATEGORY, then press  
ENTER to store the edited entry.  
.
ENTER  
˜
To delete an existing category: Press  
desired category from the list and press  
, select the  
. The  
The category window appears.  
ENTER  
˜
selected category appears in the category box. Press  
3.  
Press  
to open the category list.  
The pop-up category list appears.  
87  
4.  
Select the category whose To Do entries you want to  
view, then press  
entries that have been checked off as completed.  
.
ENTER  
1.  
2.  
Press MENU , select VIEWS and press ENTER  
.
All entries that have been assigned the selected category  
are then shown in Index mode.  
Select the type of entries you want to delete (DONE,  
TO BE DONE, or MONTHLY GOALS), then press  
.
ENTER  
Deleting To Do entries  
MENU  
, select DATA DELETION then press  
.
3.  
4.  
Press  
ENTER  
Deleting single entries  
1.  
Select the desired entry in Index mode or display it in  
View mode.  
Select ALL IN CURRENT VIEW then press  
.
ENTER  
A warning message will appear asking if you are sure you  
want to delete all the entries in the selected file.  
2.  
Press MENU , select DATA DELETION, then press  
.
ENTER  
N
5.  
Press  
(or  
to cancel the deletion).  
Y
A submenu opens.  
3. Select SELECTED ENTRY, then press  
It is not possible to delete all entries in a file  
simultaneously if the Organizer is locked. See p.186.  
.
ENTER  
A warning message will appear asking if you are sure you  
want to delete the entry.  
Deleting To Do entries by Category  
You can delete those entries in a particular Category.  
N
4.  
Press  
(or  
to cancel the deletion).  
Y
1.  
From Index or View mode, press MENU , select  
VIEWS then press  
You can also delete single entries in Index mode by  
.
ENTER  
DEL  
selecting the entry to be deleted and pressing  
.
2.  
Select BY CATEGORY then press  
.
ENTER  
Deleting To Do entries by type  
You can delete only TO BE DONE, DONE, or MONTHLY  
GOALS entries simply by selecting the desired type of entry  
from the application menu, then deleting the currently  
viewed entries. This is especially convenient for deleting all  
The CATEGORIES window appears.  
˜
3.  
Press  
, select the desired category from the list  
and press  
.
ENTER  
88  
4.  
Press  
.
ENTER  
The To Do application menu  
Only To Do entries in the selected Category are displayed.  
Selects TO BE DONE, DONE  
or MONTHLY GOALS entries.  
5.  
6.  
Press MENU , select DATA DELETION and press  
Sets the Index sorting order by  
date or by priority (see p.83).  
#3-3-11 Display  
.
ENTER  
Opens the CATEGORIES  
window so you can add, edit,  
delete or select categories (see  
p.85).  
From the submenu, select ALL IN CURRENT VIEW  
and press  
3
.
ENTER  
A confirmation message appears.  
Selects the specific entries for  
deletion (see p.88).  
N
7.  
Press  
(or  
to cancel the deletion).  
Y
Deleting all To Do entries  
You can delete all of the To Do entries in all files.  
1.  
Press MENU , select DATA DELETION then press  
ENTER  
.
2.  
Select ALL TO DO ENTRIES then press  
.
ENTER  
A warning message will appear asking if you are sure you  
want to delete all To Do entries.  
N
3.  
Press  
(or  
to cancel the deletion).  
Y
It is not possible to delete all entries simultaneously if  
the Organizer is locked. See p.186.  
89  
NEW  
2.  
Press  
.
The Ann (Anniversary) Application  
Edit mode opens.  
The Ann (Anniversary) application makes it easy for you to  
keep track of annual events, such as wedding anniversaries  
and birthdays of friends, relatives and business associates.  
Once entered, the dates of annual events are displayed on  
the Calendar highlighted white-on-black, giving you plenty  
of warning to prepare for them well in advance every year.  
#3-4-1 Display  
3.  
Enter the date in the order of month, day (there is no  
year entry). Type 0517.  
Making new entries  
4.  
5.  
Move to the DESCRIPTION field.  
There are two files in the Ann application, each of which  
stores different kinds of anniversaries: those which occur  
on a specific date every year, and those which occur on a  
particular day. The first file, ANN 1, stores and displays  
entries that occur on a specific date, and the second, ANN  
2, stores and displays entries that occur on a specific day,  
for example, the third Thursday in November. ANN 1 is the  
default file, but you can easily change between them  
whenever you like.  
Enter the description of the event. Type Sally’s  
Birthday.  
#3-4-2 Display  
6.  
Press  
.
ENTER  
Making new entries in the ANN 1 file  
The entry is now stored.  
Enter the following in the ANN 1 file:  
Date  
May 17  
Making new entries in the ANN 2 file  
Description  
Sally’s Birthday  
Enter the following in the ANN 2 file:  
1.  
Press  
.
ANN  
Day  
The second Sunday in May  
Mother’s Day  
Index mode opens in the ANN 1 file.  
Description  
90  
In the Ann application:  
Finding entries  
1.  
2.  
3.  
Press MENU , select VIEWS and press ENTER  
Select ANN 2 BY DAY then press  
.
Entries are stored in chronological order in each file.  
.
ENTER  
Using Index mode  
NEW  
Press  
.
1.  
2.  
3.  
4.  
Go to Index mode.  
Edit mode opens.  
3
Press MENU , select VIEWS then press ENTER  
.
Select the file you want then press  
.
ENTER  
ENTER  
Select the desired entry then press  
it in full.  
to display  
#3-4-3 Display  
Using the Calendar view  
˜
4.  
5.  
6.  
In the MONTH field, press  
and select the month  
from the pop-up list (choose “MAY”). Press  
ENTER  
In the Calendar’s Monthly view, Ann entries are indicated  
by dates highlighted in white-on-black, clearly showing that  
you have important annual events on those days.  
followed by NEXT  
.
˜
In the WEEK field, press  
and select the week of  
the month in which you want to record the anniversary  
You can access the Ann entries from the Daily view in the  
Calendar application by pressing  
the desired entry. (See p.72 for details.)  
(choose “2nd”). Press  
followed by  
.
ENTER  
NEXT  
after highlighting  
ENTER  
˜
In the DAY OF THE WEEK field, press  
and  
select the day of the week for which you want to  
record the anniversary (choose “SUNDAY”). Press  
Using keywords  
followed by  
.
ENTER  
NEXT  
If you cannot remember the exact date of an important  
anniversary, eg. a friend’s birthday, you can search for the  
anniversary using the following procedure.  
7.  
In the DESCRIPTION field, enter the description of  
the anniversary. Type Mother’s Day, then press  
ENTER  
.
2nd  
1.  
Press  
SEARCH  
.
The anniversary is stored.  
The Search window appears.  
91  
2.  
3.  
Type in any word that you think appears in the  
DESCRIPTION field of the anniversary entry you are  
looking for.  
2.  
A submenu opens.  
3. Select SELECTED ENTRY, then press  
Press  
and select DATA DELETION.  
MENU  
.
ENTER  
Press ENTER  
.
A confirmation message will appear asking if you are sure  
you want to delete the entry.  
If you still do not see the desired entry, press NEXT to  
display the following matching entries.  
N
4.  
Press  
(or  
to cancel the deletion).  
Y
4.  
Press  
entry.  
when you have selected the desired  
ENTER  
In Index mode, you can also delete single entries by  
pressing DEL after selecting the entry to be deleted.  
This function does not distinguish between upper- and  
lower-case letters.  
Deleting all entries  
1.  
Press  
ENTER  
, select DATA DELETION, then press  
MENU  
.
Editing Ann entries  
1.  
2.  
3.  
4.  
5.  
Select the file in which the desired entry is stored.  
Select the entry in Index mode.  
A submenu appears.  
2. Select ALL ANN 1 BY DATE or ALL ANN 2 BY DAY  
EDIT  
Press  
Make the desired changes.  
Press  
to open Edit mode.  
as required, then press  
.
ENTER  
A confirmation message appears asking if you are sure you  
want to delete all entries in the file.  
.
ENTER  
N
3.  
Press  
(or  
to cancel the deletion).  
Y
The new, correct entry is now stored.  
You can also delete all entries in both ANN files at  
once. Simply select ALL ANN FILES in step 2 above.  
Deleting Ann entries  
Deleting single entries  
It is not possible to delete all entries simultaneously if  
the unit is locked. See p.186.  
1.  
Highlight the entry in Index mode or display it in View  
mode.  
92  
The Ann application menu  
Selects ANN 1 file or ANN 2  
file (see p.91).  
#3-4-4 Display  
Selects the specific entries for  
deletion (see p.92).  
3
93  
94  
CHAPTER 4  
Creating Your Own Database  
The Tel and User File Applications  
Each application provides three different files for the entries  
it will store.  
his chapter describes using the Tel  
(Telephone) and User File applications.  
Each file in either application can be named and set up  
from a built-in list of six types, or templates. These  
templates are pre-defined for each application as follows.  
These two applications are actually  
T
identical in the way that they function, except that  
they have different default file and field names  
designed to handle different types of information.  
The flexibility of these applications allows you to  
manage a wide range of information, from a  
simple address book to an extensive restaurant  
guide or even a listing of your important business  
contacts.  
For the Tel application: Telephone, Office, Contacts,  
Business, Personal and Family.  
4
For the User File application: Travel, Restaurant, A/V  
Guide, Home Inventory, Inventory and Product.  
The three Tel files are each set up automatically to provide  
a simple address book. The default files set up on  
initialization are:  
TEL 1  
Telephone template comprising three fields:  
Name, Number and Address.  
TEL 2  
Contacts template comprising 12 fields:  
Company, Contact, Title, Department, Tel  
Number, Extension, Fax Number, Other Number,  
E-Mail, Assistant, Address and Notes.  
TEL 3  
Personal template comprising nine fields: Name,  
Home number, Work number, Cellular phone  
number, Other number, Address, Spouse,  
Children and Notes.  
95  
The three User File directories are set up automatically as  
with an asterisk.  
follows:  
ENTER  
3.  
Select the desired file and press  
.
USER FILE 1  
Restaurant guide template comprising  
seven text fields: Cuisine, Name, Number,  
Address, Prices, Attire and Remarks.  
TEL  
USER FILE  
to switch  
You can also press  
or  
between the various files in the respective application.  
USER FILE 2  
Home Inventory template comprising ten  
text fields: Item name, Location,  
Description, Manufacturer, Serial #, Place  
purchased, Date purchased, Cost,  
Estimated value and Notes.  
Creating new entries  
In the Tel or User File application:  
1.  
Select the file in which you want to store the  
information using the procedure shown above.  
USER FILE 3  
Free-format template comprising five text  
fields.  
NEW  
2.  
Press  
.
Edit mode opens.  
3. Type in the appropriate information in each field.  
You can store information in any file you want according to  
your preferences.  
In the Name field of a Tel entry, enter the last name first if  
you want the entries to be sorted in last name order.  
¤
Note that you can rename any file or field names  
according to your preferences. See p.99 for more  
information on customizing these applications.  
You must always enter information in the first field of any  
file.  
Selecting a file  
ENTER  
when you are finished.  
4.  
Press  
Before beginning a particular operation, you must first  
select the file you want to work with.  
The message “Stored!” will appear briefly, indicating that  
the entry is now stored in memory.  
TEL  
USER FILE  
to open the desired  
1.  
Press  
or  
application.  
Finding entries  
2.  
Press MENU to open the application menu and then  
select VIEWS. The currently selected file is marked  
Entries in the Tel and User File applications are stored  
alphabetically based on whichever field has been selected  
96  
ENTER  
as the index (using the INDEX BY command in the  
CONFIGURE menu). There are two basic ways to find and  
display an entry.  
3.  
Press  
.
If you do not see the entry you are looking for, press NEXT  
until it is displayed.  
Using Index mode  
ENTER  
when you find the entry.  
4.  
Press  
+
The Search function does not distinguish between  
upper- and lower-case letters.  
1.  
2.  
3.  
Go to Index mode.  
Select the file you believe the entry is in.  
4
Editing entries  
Press the key for the first letter of the field selected as  
the index (using the INDEX BY command in the  
CONFIGURE menu). (The first entry closest  
1.  
Select the entry in Index mode or display it in View  
mode.  
alphabetically to the key you pressed is displayed.)  
EDIT  
2.  
Press  
.
˜
If you do not see the entry you are looking for, press  
until it is displayed.  
The entry opens in Edit mode with the cursor in the first  
field.  
ENTER  
to see it in  
4.  
Highlight the entry, then press  
detail.  
3.  
Make any desired changes.  
CANCEL  
Press  
have made.  
at any time to discard any changes you  
Using keywords  
If you are not sure of the name or the contents of the first  
field of an entry, but you do know a word that appears in  
the entry, then you can use the Search function to find it.  
ENTER  
when you have finished.  
4.  
Press  
The message “Stored!” will appear briefly, indicating that  
the changes are now saved in memory.  
2nd  
1.  
Press  
SEARCH  
.
+
If you changed the contents of the first field, the entry  
is resorted based on the changes.  
The Search window appears.  
2.  
Type in a word that appears in the entry you are  
looking for.  
97  
N
5.  
Press  
Y
(or  
to cancel the deletion).  
Deleting file entries  
Deleting single entries  
Deleting all entries in all files  
1.  
2.  
3.  
Select the entry you want to delete in Index mode, or  
display it in View mode.  
MENU  
1.  
2.  
Press  
press  
, highlight DATA DELETION, then  
.
ENTER  
MENU  
Press  
, highlight DATA DELETION then press  
From the submenu, highlight ALL TEL FILES or ALL  
ENTER  
ENTER  
.
USER FILES then press  
.
Highlight SELECTED ENTRY then press  
.
ENTER  
A warning message will appear asking if you are sure you  
want to delete all entries in the files.  
A warning message will appear asking if you are sure you  
want to delete the entry.  
N
3.  
Press  
Y
(or  
to cancel the deletion).  
N
4.  
Press  
Y
(or  
to cancel the deletion).  
+
It is not possible to delete all entries either in a single  
file or in all three files simultaneously if the Organizer  
is locked. See p.186.  
You can also delete single entries by highlighting the  
DEL  
entry in Index mode and pressing  
Deleting all entries  
.
The Tel application menu  
Selects TEL 1, TEL 2 or TEL 3  
files (see p.96).  
MENU  
ENTER  
1.  
2.  
Press  
, select VIEWS then press  
.
Defines the field, index and sorting  
format for each file (see p.99).  
Select the file in which you want to delete all the  
#4-1-1 Display  
ENTER  
entries then press  
MENU  
.
Selects the specific entries for  
deletion (see p.98).  
3.  
4.  
Press  
press ENTER  
, highlight DATA DELETION, then  
.
The User File application menu  
From the submenu, highlight ALL IN SELECTED  
FILE, then press  
Selects USER FILE 1, USER FILE  
2 or USER FILE 3 (see p.96).  
.
ENTER  
Defines the field, index and sorting  
format for each file (see p.99).  
#4-1-2 Display  
A warning message will appear asking if you are sure you  
want to delete all entries in the selected file.  
Selects the specific entries for  
deletion (see p.98).  
98  
Changing file names  
Customizing the Tel and User File Applications  
TEL  
USER FILE  
to start the application  
1.  
Press  
or  
You can customize the Tel and User File applications in  
containing the file whose name you want to change.  
the following five ways:  
2.  
Press MENU , select one of the three CONFIGURE  
File names:  
You can give each file a name of up to 10  
characters of your choice.  
commands corresponding to the file you wish to  
ENTER  
modify, then press  
.
Fields:  
You can change the field names (up to 12  
characters per field), and the number of  
fields that each entry can have (up to 16).  
The CONFIGURE submenu appears.  
4
#4-2-1 Display  
Index mode display:  
You can specify which fields (up to  
3) are displayed in Index mode and  
how many characters are  
displayed for each field (up to 38  
characters in total).  
3.  
If the FILE NAME field is not already selected, move  
˜
ENTER  
to it using  
and  
, and then press  
.
Sorting order:  
Template:  
You can specify which fields are used to  
sort the entries displayed in Index mode.  
The FILE NAME window opens.  
#4-2-2 Display  
You can specify which of the six  
templates to use as a template for each of  
the application’s three files. In order to  
select a particular template, you must first  
select the file for which it is to be applied.  
Note that the six templates are different  
for Tel and User File.  
Current file  
name  
4.  
5.  
Press  
NEW to clear the current name.  
Enter the new name (up to 10 characters).  
Letters, numbers, and symbols can all be entered.  
99  
CANCEL  
ENTER  
6.  
Press  
to store the new name. (Or  
+
If you decrease the number of fields for a file that  
already has some entries stored, fields and any  
information they contain will be deleted from the  
bottom of each entry until the decreased number of  
fields is reached. Since the data in these fields are  
lost, care should be taken when reducing the file size.  
to cancel any changes and leave the original file  
name.)  
Configuring fields  
If you do not want to change the number of entry fields,  
skip steps 1-6 below.  
ENTER  
6.  
7.  
Press  
to store the number of fields you  
CANCEL  
entered. (Or  
to cancel any changes and  
TEL  
USER FILE  
to open the application  
1.  
Press  
or  
leave the original number of fields.)  
that you want to set up the fields in.  
Press MENU , select one of the three CONFIGURE  
commands for the appropriate file, then press  
2.  
Press MENU , select one of the three CONFIGURE  
menus corresponding to the file you wish to modify,  
ENTER  
.
ENTER  
then press  
.
The CONFIGURE submenu appears.  
The CONFIGURE submenu appears.  
ENTER  
8.  
Select FIELD NAME and press  
.
ENTER  
3.  
Highlight FILE NAME and press  
The FILE NAME window opens.  
.
The FIELD NAME window opens.  
#4-2-4 Display  
Current field  
names  
#4-2-3 Display  
Number of fields  
currently set and  
used in this file.  
9.  
Move to the desired fields and change them as  
required.  
4.  
5.  
Move down to NUMBER OF FIELDS and press  
NEW  
to clear the current number in the field.  
Use  
NEW to clear the current name.  
Enter the number of fields that you want your entries  
to have.  
Enter the new name (up to 12 characters). The name can  
contain letters, numbers, and symbols.  
100  
CANCEL  
ENTER  
10. Press  
when you have finished. (Or  
3.  
4.  
Select and enter 0 in whichever fields you do not want  
to appear in Index mode.  
to cancel the changes and leave the fields as they  
were.)  
Select which fields you want to appear in Index mode,  
and enter the number of characters that you want the  
field to be able to hold. Remember that the total  
maximum number of characters for all fields together  
is 38.  
Customizing the Index display  
You can set up a different Index format for each of the  
three files in the Tel and User File applications,  
designating up to three fields you want displayed in Index  
mode and the number of characters for each field.  
˜
If the desired fields are not all displayed, use  
to scroll one line at a time.  
and  
4
In the Tel or User File application:  
CANCEL  
ENTER  
5.  
Press  
when you have finished (or  
to cancel the changes).  
1.  
Press MENU , select one of the three CONFIGURE  
ENTER  
menus then press  
.
+
You can set any text fields to be displayed in Index  
mode. No matter which fields appear in the Index,  
entries are sorted and accessed according to the  
contents of the first field.  
ENTER  
2.  
Select INDEX FORM then press  
.
The INDEX FORM window opens.  
Field name  
You must set at least one field to be displayed.  
Modifying the Index sort order  
Number of  
characters  
currently set to  
be displayed for  
each entry in  
Index mode.  
#4-2-5 Display  
The Tel and User File applications allow you to define the  
way in which your entries are sorted in Index mode. You  
can specify which of the displayed fields should be used as  
the first sorting key, and optionally specify second and  
(when appropriate) third fields for further ordering.  
+
From one to three fields can be displayed in Index  
mode.  
For example, in the Tel application, you might decide you  
want your Contacts list (initially configured as TEL2) to be  
The total number of characters you can have for all  
fields is 38.  
101  
sorted alphabetically first by COMPANY, then by NAME (as  
opposed to the default, which is by COMPANY only, so that  
for each company, the names are displayed in the order in  
which they were created).  
Modifying the templates  
For each file used in the Tel and User File applications,  
you can choose one of the six built-in templates supplied  
with the Organizer. Although these templates are selected  
during User Set-up, you can change to another template at  
any time. Refer to the QUICK START section at the front of  
this manual on how to run the User Set-up.  
TEL  
repeatedly until the CONTACTS file (file  
1.  
2.  
3.  
Press  
2) is displayed.  
MENU  
Press  
and select CONFIGURE TEL FILE 2,  
ENTER  
then press  
.
In the submenu, select INDEX BY and press  
ENTER  
.
The SORTING ORDER window appears.  
4.  
In the COMPANY field, make sure “1” appears to  
indicate that the entries should first be sorted by  
COMPANY.  
5.  
6.  
Press NEXT  
.
In the CONTACT field, enter 2 to indicate that this  
field should be used as the second sorting key for the  
entries within each company.  
ENTER  
7.  
Press  
.
The Index view reappears with the entries sorted first by  
Company, then by Contact name.  
102  
CHAPTER 5  
Memo and Outlining  
The Memo Application  
The Organizer’s Memo application provides you with a  
simple yet powerful means of recording information, from  
meeting notes to memorandums and letters. With a printer  
connected to the unit, this gives you the capability to print  
out full-scale letters, reports and other documents (see  
p.170).  
his chapter explains the features of  
the Memo application, the Organizer’s  
basic word processing utility, and the  
T
Outline application, a powerful application for  
structuring your thoughts, ideas, and written  
work. When used together, eg. first outlining a  
document using Outline and then developing it  
using Memo, these two applications provide  
powerful word processing capabilities in a hand-  
held device.  
Before reading this chapter, be sure you have read Editing  
Techniques in Chapter 2. More advanced editing features  
are used in this chapter. Be sure you have a good  
understanding of the Organizer’s basic editing procedures  
before beginning to use the Memo application.  
5
Creating documents  
MEMO  
to open the application.  
1.  
Press  
The Memo application opens in Index mode.  
NEW  
2.  
3.  
Press  
.
#5-1-1 Display  
Type in the following letter (pressing  
a new line):  
to move to  
103  
May 10, 1996  
Mr. Frank Smith  
Chairman  
5.  
6.  
Type in the title Letter to Frank.  
ENTER  
Press  
.
ABC Co. Ltd.  
The entry is then stored and displayed in View mode.  
Dear Mr. Smith:  
Finding entries  
Thank you for your fax of May 5th, 1996 regarding the  
Alpha Project.  
We agree that it is too difficult to answer your questions  
about our new project properly based on the available  
information. We will receive the proper documentation  
within the next week.  
Memo entries can be sorted for display in two ways:  
alphabetically according to their title, and by date of entry.  
You can choose whether to display the entries in date order  
or alphabetical order to make finding the desired entry as  
easy as possible, depending on the situation.  
This shouldn’t cause any delay in our production schedules.  
Sincerely,  
Changing the Index order  
1.  
Go to Index mode.  
Title  
+
It is not necessary to press  
at the end of each  
line. The unit will automatically perform word  
wrapping onto the next line when the current line is  
full.  
The date on  
which the entry  
was created or  
last edited.  
#5-1-3 Display  
#5-1-2 Display  
MENU  
ENTER  
2.  
Press  
, select INDEX BY and press  
.
A submenu appears, with the current Index sorting method  
marked by an asterisk.  
ENTER  
when you have finished entering the  
4.  
Press  
text.  
3.  
Select the desired sorting method (DATE or TITLE),  
ENTER  
then press  
.
The Memo Title window then appears.  
104  
The MEMO index view is redisplayed, with the contents  
sorted according to the selected method.  
+
The Search function does not distinguish between  
upper- and lower-case letters.  
ENTER  
to see it  
4.  
Select the desired entry, then press  
in detail.  
Editing Memo entries  
1.  
2.  
Select the entry in Index mode.  
EDIT  
The full entry is displayed.  
If an entry is too long to fit on the screen at one time, you  
Press  
.
˜
can press  
or  
to scroll the display.  
The entry opens in Edit mode.  
3. Make any desired changes.  
If you are working with a long piece of text that goes off the  
+
When Index mode entries are sorted according to  
title, you can jump to any entry in the list by pressing  
the first letter of its title.  
5
˜
display, use  
or  
to scroll up or down line by line or  
˜
2nd  
2nd  
use  
or  
to move to the first or last line  
Using keywords  
of the text.  
If you cannot remember the exact title of an entry, but you  
know a word or words that appear somewhere in the entry  
(including its TITLE field), you can use the Search function  
to find the entry.  
ENTER  
4.  
Press  
Press  
when you are finished.  
CANCEL  
+
at any time to discard any changes  
CANCEL  
you have made. If you do press  
after  
making some changes, a confirmation will be  
displayed asking if you are sure you want to discard  
your changes.  
2nd  
1.  
Press  
SEARCH  
.
The Search window appears.  
2.  
3.  
Type in the words you remember in the entry you are  
looking for.  
Deleting Memo entries  
Deleting single entries  
ENTER  
Press  
.
1.  
Select the entry you want to delete in Index mode or  
display it in View mode.  
NEXT  
If you still do not see the desired entry, press  
display the subsequent matching entries.  
to  
MENU  
2.  
Press  
, select DATA DELETION then press  
ENTER  
when you find the entry.  
4.  
Press  
ENTER  
.
105  
The DATA DELETION submenu appears.  
3. Select SELECTED ENTRY then press  
Changing the way text is displayed  
ENTER  
.
The Organizer’s screen is 40 characters wide. If you select  
WORD WRAP ON from the menu, then when 40 characters  
have been entered and it reaches the end of the line, the  
text will wrap to the beginning of the next line.  
A confirmation message appears asking if you are sure you  
want to delete the entry.  
N
4.  
Press  
Y
to delete the selected entry (or  
to  
However, there may be times during editing when you want  
the text on the screen to behave as if it was being viewed  
on a standard PC screen, which is 80 characters wide. For  
example, if you were writing a letter containing some rows  
or columns of prices, you might want to see exactly where  
the line breaks occurred, (ie. where one line ends and  
another begins), to make sure the letter was laid out  
correctly.  
cancel the deletion).  
You can also delete single entries by selecting the  
DEL  
entry in Index mode and pressing  
.
Deleting all entries  
MENU  
, select DATA DELETION then press  
1.  
Press  
ENTER  
.
You can do this easily by changing the display width, so  
that 80 characters can be shown on the display.  
The DATA DELETION submenu appears.  
2. Select ALL MEMO ENTRIES then press  
MENU  
, select DISPLAY  
1.  
In Edit mode only, press  
WIDTH and press  
ENTER  
.
ENTER  
.
A confirmation message appears asking if you are sure you  
want to delete all entries in the application.  
The DISPLAY WIDTH submenu appears. An asterisk  
appears next to the current selection.  
N
3.  
Press  
Y
to delete all Memo entries (or  
to  
2.  
Select 80 CHARACTERS from the submenu and  
ENTER  
cancel the deletion).  
press  
.
+
It is not possible to delete all entries simultaneously if  
the Organizer is locked. See p.186.  
The text will be then displayed in 80-character-wide lines.  
Since the Organizer’s display is only 40 characters wide,  
'
§
you can use the  
and  
keys to scroll the display  
right and left to view the text that cannot fit on the display.  
When you want the text to wrap normally at the end of the  
line, repeat the above steps but select 40 CHARACTERS  
from the DISPLAY WIDTH submenu.  
106  
Turning word wrap on and off  
The Outline Application  
Word wrap automatically moves text which will not fit onto  
the end of a line to a new line, preventing words from being  
split when you type. This allows you to type text without  
having to worry about when to insert a carriage return to  
move to the next line. The default setting for the  
Organizer’s word wrap function is on. There may be times,  
however, when you want to turn off the word wrap function.  
This can be done for each individual entry.  
The Organizer’s Outline application is a simple, convenient  
tool to help you arrange the information or key points of  
your ideas and writing into a clear, easy-to-understand  
hierarchical structure. This is ideal for organizing your goals  
and ideas, and the application provides the flexibility to  
restructure the outline whenever necessary.  
An outline structure consists of a title and one or more  
topics, which in turn can have one or more subtopics.  
These topics can be rearranged, grouped together, or even  
hidden from view, so that you can manage a lot of  
information easily and efficiently.  
MENU  
1.  
2.  
In Edit mode, press  
.
5
ENTER  
Select WORD WRAP ON then press  
.
A 3 will no longer appear next to WORD WRAP ON  
whenever you view the application menu in Edit mode.  
Within an outline, you can enter, edit, or delete topics while  
maintaining an overview of the entire outline and its topics.  
+
To turn word wrap back on for an entry, repeat the  
procedure. The 3 next to WORD WRAP ON will now  
appear.  
Creating an outline  
Shown below is an example of how a price list might look in  
the Outline application in full view mode.  
The Memo application menu  
Title  
Turns WORD WRAP on and off  
(see above)  
#5-1-5 Display  
Indicates a topic  
Displays 40 or 80 characters in one  
line in Edit mode (see p.106).  
#5-2-1 Display  
Sets the index sorting order by date  
or by title (see p.104).  
Each individual topic heading is marked with a diamond.  
Each outline title can be up to 20 characters long, and each  
Selects specific entries for deletion  
(see p.105).  
107  
topic can contain up to 2,048 characters.  
To enter the outline shown above:  
#5-2-4 Display  
OUTLINE  
to start the application.  
1.  
2.  
Press  
Press  
NEW  
.
ENTER  
6.  
Press  
.
A title window appears.  
CANCEL  
Alternatively, you can press  
to discard the text  
you have entered. This will not cancel the entire outline but  
only the topic that is about to be stored.  
#5-2-2 Display  
If the second and subsequent lines of the topic just entered  
disappear from view, this is because only the first line of  
each topic is being shown. This feature allows you to have  
a lot of information on one page but to see only the first line  
(heading) of each topic. However, this single-line subtopic  
display is an option controlled by the user, who can also  
have all topics displayed in full instead. To do this, select  
SHOW FULL TOPIC from the application menu. Repeat  
this procedure to display only the first lines of subtopics, ie.  
to deselect SHOW FULL TOPIC.  
3.  
4.  
Type in the title you want to give to your outline.  
ENTER  
Press  
.
The View mode opens with the title as the first topic in the  
new outline. A flashing diamond prompts you to enter a  
subtopic.  
7.  
Enter the other topics in the list above. Be sure to  
ENTER  
#5-2-3 Display  
press  
after entering each one.  
Notice there is no final command to store the outline. The  
outline you are currently working on will be stored  
automatically whenever you exit the outline by displaying  
another entry, change to Index mode, or start a new outline  
5.  
Type the name of the first subtopic, pressing  
the end of each line.  
at  
NEW  
by pressing  
.
108  
+
If you want to view the entire contents of a  
2.  
3.  
Type in any words you remember in the entry you are  
looking for.  
'
particular topic, select the topic, then press  
.
§
ENTER  
Press  
or  
to return to the regular  
ENTER  
Press  
.
display.  
NEXT  
If you still do not see the desired entry, press  
display the subsequent matching entries.  
to  
Text first entered as the title can be edited to  
extend up to 2,048 characters.  
ENTER  
when you find the entry you want.  
4.  
Press  
Locating outlines  
+
The Search function does not distinguish between  
upper- and lower-case letters.  
Outlines are stored in alphabetical order according to their  
titles.  
5
Displaying full topics  
Using Index mode to find an outline  
In the default settings, the Outline application is set to  
display only the first line of each topic. You can change this  
to display an outline in full.  
1.  
2.  
3.  
Go to Index mode. (If you are currently viewing an  
ENTER  
outline, simply press  
.)  
If necessary, press the first letter of the desired  
outline name to jump to that entry in the list.  
1.  
2.  
Display the outline you want to work with.  
MENU  
Press  
, select SHOW FULL TOPIC and press  
ENTER  
Select the desired entry and press  
in detail.  
to see it  
ENTER  
. A 3 symbol will appear next to the item on  
the menu.  
Using keywords  
If you know a word or words that appear within an entry  
even though you cannot remember the exact title, you can  
use the Search function to find the entry.  
#5-2-5 Display  
2nd  
1.  
Press  
SEARCH  
.
All lines in all the topics are displayed.  
The Search window appears.  
109  
To return to the one-line view, repeat the above procedure.  
1.  
Display the outline you want to revise.  
The 3 disappears from the menu.  
If the entry is in the one-line view mode, select full view  
mode (see p.109) to display all the hidden text of the  
outline.  
To see contents that are off the display, use the cursor  
˜
keys. You can also press  
the first or last topic.  
or  
to move to  
EDIT  
2.  
Select the topic you want to edit and press  
.
+
Changing the view mode in an outline does not affect  
the view mode setting of other outlines you have  
already created. However, a new entry will use the  
same view mode as the outline that was previously  
displayed.  
The block cursor appears at the start of the text.  
3.  
4.  
Make any necessary changes.  
CANCEL  
Press ENTER (or  
to discard the changes).  
The new, edited topic is now stored.  
Revising outlines  
Adding new topics  
Once an outline has been created, it is easy to revise either  
the text in the outline or the outline structure itself. This is  
why making outlines can be so useful. The text of topics  
and subtopics can be revised one at a time in Edit mode.  
As your plans and ideas develop, you may wish to add  
topics to an existing outline. To add a topic at the end of an  
outline, display the outline in View mode, and then press  
˜
until you pass the last topic. Begin typing when the  
Selecting topics  
new diamond appears.  
The flashing diamond indicates the currently selected topic.  
You can also move between topics one by one, using the  
cursor keys.  
To insert a new topic anywhere else in the outline, use the  
following procedure. Note that only one new topic can be  
inserted at a time.  
˜
Press  
to move directly to the last topic and  
1.  
2.  
Display the outline in which you want to add a topic.  
INS  
to move directly to the first topic, ie. the title.  
Press  
.
Editing text  
Only one topic can be edited at a time.  
A white-on-black “I” is displayed to indicate the insertion  
position.  
110  
˜
3.  
Move to the desired location using  
Type in the new topic.  
and  
.
Joining two topics into one  
4.  
You can join (merge) any two consecutive topics into one  
using the application menu. A selected topic is joined to the  
topic above it.  
ENTER  
5.  
Press  
.
CANCEL  
ENTER  
Press  
at any time before pressing  
to  
1.  
Select the topic you want to join to the one above it.  
cancel the insertion.  
If the entry is in the one-line view mode, select full view  
mode (see p.109) to display all of the outline’s hidden text.  
Moving topics  
MENU  
Even after you have stored a topic, you can change its  
location easily.  
2.  
Press  
press  
, select JOIN/SPLIT TOPICS then  
.
ENTER  
5
1.  
2.  
Select the topic you want to move.  
A submenu appears.  
3. Select JOIN 2 TOPICS then press  
2nd  
W
ENTER  
Press  
.
.
The entire topic is momentarily highlighted, then replaced  
by a white-on-black “F”.  
The topic you selected becomes joined to the one above it.  
˜
3.  
4.  
Move to the new location using  
ENTER  
and  
.
#5-2-6 Display  
Beginning of  
topic selected  
for joining.  
Press  
.
The entire topic now appears at the selected position.  
CANCEL  
No space is inserted between the two topics when they are  
joined, so you might wish to add a space or a paragraph  
between them.  
ENTER  
Press  
at any time before pressing  
to  
cancel the move (the topic will reappear in its original  
position).  
+
If you attempt to join two topics which, when joined,  
will exceed the limit of 2,048 characters, the operation  
will be automatically canceled and no change will be  
made.  
2nd  
W
As well as pressing  
, you can also select  
MOVE from the application menu in step 2 above.  
+
Topics cannot be moved above the title.  
111  
Splitting one topic into two  
Deleting Outline topics  
A single topic can be easily divided (split) into two.  
A FAMILY is the name given to a topic that contains one or  
more subtopics.  
1.  
2.  
Select the topic you want to split.  
MENU  
To delete a topic and its subtopics:  
Press  
to display the application menu, select  
ENTER  
JOIN/SPLIT TOPICS then press  
.
1.  
2.  
Select the topic you want to delete.  
MENU  
A submenu appears.  
3. Select SPLIT 1 TOPIC INTO 2 then press  
Press  
ENTER  
, select DATA DELETION then press  
.
ENTER  
.
A submenu appears.  
3. Select SELECTED FAMILY then press  
The selected topic is highlighted, and a confirmation  
The selected topic is displayed with the cursor positioned  
on the first character. (Instructions are given at the top of  
the screen.)  
ENTER  
.
4.  
Move the cursor to the point where you want to split  
the topic (on the last character of the first topic).  
message appears asking if you are sure you want to delete  
it.  
N
4.  
Press  
Y
(or  
to cancel the deletion).  
You can also delete a selected topic (family) by  
#5-2-7 Display  
DEL  
pressing  
in step 2 or 3 above.  
+
If you select a topic for deletion, all the subtopics (see  
p.113) below it will also be deleted. You may want to  
rearrange an outline beforehand to prevent this (see  
p.114).  
ENTER  
5.  
Press  
.
The part of the topic following the cursor position becomes  
a new topic.  
Deleting an outline  
1. Select the outline you want to delete in Index mode or  
+
If a topic that contains subtopics (see p.113) is split,  
the subtopics are assigned to the second (ie. new)  
topic.  
display it in View mode.  
112  
MENU  
, select DATA DELETION then press  
2.  
Press  
Using subtopics (children)  
ENTER  
.
The examples used so far have only contained one level of  
topics (excluding the title, which is always on the first level  
by itself). This simple outline form may be all you need to  
organize your information. You can, however, create  
subtopics for greater flexibility. Each subtopic belongs to  
the particular topic that is on the next level above it. A  
subtopic can, in turn, have its own subtopics: these can  
continue for 15 levels below the title. Subtopics are referred  
to as children, the topic they belong to as the parent, and  
parents and children together as a family.  
A submenu appears.  
3. Select SELECTED OUTLINE then press  
ENTER  
.
A confirmation message appears asking if you are sure you  
want to delete the outline.  
N
4.  
Press  
Y
(or  
to cancel the deletion).  
DEL  
You can also delete an outline by pressing  
Index mode.  
in  
5
The example below shows an outline illustrating these  
points.  
Deleting all outlines  
1. In Index or View mode press  
MENU  
, select DATA  
Title  
ENTER  
DELETION then press  
A submenu appears.  
2. Select ALL OUTLINES then press  
.
Parent  
Children  
#5-2-8 Display  
ENTER  
.
A confirmation message appears asking if you are sure you  
want to delete all outlines in the application.  
The hollow diamond indicates that the topic is a parent (has  
subtopics) while a solid diamond indicates that the topic  
has no children. This is useful because a topic’s children  
may be hidden from view.  
N
3.  
Press  
Y
(or  
to cancel the deletion).  
+
It is not possible to delete all outlines simultaneously  
if the Organizer is locked. See p.186.  
'
You can create a subtopic by pressing  
before creating  
or moving a topic. The new subtopic will be a child of the  
topic directly above it. If you decide to reorganize an outline  
later, you can promote a subtopic to the same level as its  
113  
parent topic using the MOVE command within the  
application menu.  
#5-2-10 Display  
Entering subtopics  
To create the example shown above:  
8.  
Continue and complete the outline in this manner.  
1.  
2.  
Press  
to start the application.  
OUTLINE  
Collapsing families  
Press NEW and type in a title for the outline, then  
ENTER  
As an outline grows in size and depth, you may find it  
difficult to manage. The collapse function allows you to  
condense the view and later expand only those topics and  
families that you wish to see.  
press  
.
ENTER  
3.  
4.  
Type in the first topic, then press  
.
'
Press  
to make the second topic a child  
(subtopic) of “Northeast”.  
Collapsing an outline hides all subtopics from view,  
displaying only first-level topics and the title.  
The cursor is now indented by one character.  
# 5-2-9 Display  
1.  
2.  
Display the outline in the View mode.  
MENU  
Press  
ENTER  
, select COLLAPSE ALL, then press  
.
All subtopics are collapsed into their topics and eliminated  
from the display.  
ENTER  
5.  
6.  
7.  
Now type in the text of the topic, and press  
when done.  
#5-2-11 Display  
Continue entering the outline until you reach the word  
“Central”.  
§
Press  
to place the new topic “Central” on the  
same level as “Northeast”.  
If you want to collapse only one specific family, select  
2nd  
E
its parent topic and then press  
or select  
114  
EXP/COL from the application menu. All subtopics  
belonging to that topic will be hidden from view.  
operations affect information that may not be visible.  
The following restrictions apply when working with families:  
1.  
You may not be able to change the level of a  
collapsed family in certain situations. No other topics  
may be moved into a family unless the family is  
expanded. In general, if you are having problems with  
moving, expand all of the families (see above) and  
then try the desired move again.  
Expanding families  
All subtopics that have been collapsed in a family or in the  
entire outline can be expanded.  
1.  
2.  
Display the collapsed outline in View mode.  
Select the particular topic you want to expand, or the  
title if you want to expand the entire outline.  
2.  
You cannot insert a topic between a parent and its  
child at the same level as a parent. To do so would in  
5
effect split the relationship between the parent topic  
MENU  
, select EXPAND FAMILY, then press  
3.  
Press  
§
and its child. Thus pressing  
in the situation  
ENTER  
.
illustrated below would not move the flashing diamond  
to the left.  
All subtopics of the selected topic are displayed to the  
furthest level beneath the topic.  
You can also expand a family to display only the next-  
level subtopics below the parent topic. Select the  
topic whose next-level subtopics you want to see and  
#5-2-12 Display  
2nd  
press  
E
or select EXP/COL from the  
application menu.  
When moving topics (or families):  
Restructuring families  
A.  
B.  
C.  
You cannot indent a topic more than one character to  
the right of the topic directly above it.  
You can move, delete, join and divide families just as you  
can with topics. You can also use  
from a selected topic to its parent. However, these  
operations will affect the entire family regardless of whether  
or not the topic is collapsed and its subtopics are visible.  
Therefore, some care must be taken, since these  
§
to move directly  
You cannot indent a topic directly below a collapsed  
family. You first have to expand the family.  
You cannot move a topic one character to the left if  
this action would split up a parent and a child.  
115  
Instead, move the selected topic to another location  
and then promote it.  
If you divide a topic that has subtopics (children), the  
second half of the divided topic will become the parent of  
these subtopics. The two parts of the original topic remain  
on the same level.  
You should not attempt to join a topic with a collapsed topic  
above it. If you do, the Organizer will ask for confirmation  
that this is what you really want to do. If you continue, it will  
combine that topic with the last topic in the preceding  
topic’s family. It is therefore a good idea to first expand the  
collapsed topic’s family, in order to see the topic and  
subtopics you are combining with.  
The Outline application menu  
Moves the selected topic to the  
new location (see p.111).  
#5-2-13 Display  
Fully displays or collapses the  
subtopics of the selected topic (see  
p.114)  
Displays single-line or full view of  
an entry (see p.109).  
Displays all subtopics that have  
been collapsed (see p.115).  
Collapses all subtopics (see  
p.114).  
Combines or splits topics (see  
p.111).  
Selects the specific entries for  
deletion (see p.112).  
116  
CHAPTER 6  
Desk Accessories  
The Calc (Calculator) Application  
The Organizer provides a 10-digit calculator which performs  
mathematical operations, including square root and  
percentage calculations, and can also calculate duration of  
time periods based on given dates, such as the number of  
days you have to complete a project. In addition, it has a  
paperless printer feature, which shows all calculations in a  
vertical column on the display, just as they would appear on  
a desk-top calculator’s built-in printer-roll. The Calc  
application also provides support for cost/selling price  
markup and margin calculations.  
he Organizer’s desk accessories are  
a set of valuable utilities for everyday  
use. The Calc (Calculator) can perform  
T
calculations on figures entered either using the  
number keys or copied over from other  
applications. The Clock can simultaneously  
display the day, date, and time in any two cities  
of your choice. This chapter provides all the  
information you need to enjoy full use of these  
very useful applications.  
There are five different display options in the Calc  
application, and the application always opens with the most  
recently used display.  
6
To move between the different calculator modes,  
CALC  
either press  
repeatedly until the desired mode  
appears, or select VIEWS from the calculator menu  
and then select the desired mode.  
Using the arithmetic calculator  
CALC  
to start the application.  
1.  
Press  
#6-1-1 Display  
117  
2.  
Perform the calculation using the numeric and  
mathematical symbol keys on the keyboard, just as  
you would with a regular electronic calculator.  
The paperless printer  
In the basic calculator mode, only the results of a  
calculation are displayed. Using the paperless printer, each  
step within a calculation are retained for reference so you  
can later edit specific parts of the calculation. This allows  
you to change numbers and operators (+, –, x, ÷, =), and  
even to undo interim steps within a calculation so that you  
do not then have to reenter the entire calculation.  
To quit the Calc application, simply change to any other  
application by pressing the corresponding key.  
CzCE  
+
To clear an entered value, press  
clear an entire calculator operation, press  
twice.  
once. To  
CzCE  
=
Pressing  
terminates a calculation sequence, and a  
Calculations are performed in the order of entry,  
not according to algebraic operator precedence,  
ie., the calculation 8 + 2 x 3 is performed as: (8 +  
2) x 3 not 8 + (2 x 3). This is just as for a regular  
electronic calculator.  
value entered after any of these keys has been pressed  
begins a new calculation.  
Up to 50 steps can be stored for a calculation. (Power  
calculations must be carried out by successively pressing  
=
X
, as opposed to using  
as in the calculator mode.  
An M shown on the display indicates that a value is  
Otherwise, the functions are the same as those for the  
basic calculator mode.)  
RzCM  
stored in the calculator’s memory. Press  
twice to clear the memory.  
Press  
'
to erase the last digit typed.  
Performing calculations  
An E shown on the display indicates an error,  
usually an overflow error (when no more digits can  
be displayed). When this happens, the calculator  
will usually ignore any subsequent input until the  
CALC  
repeatedly until the PAPERLESS  
PRINTER appears.  
1.  
Press  
2.  
Enter the following calculation: 25 x 3  
CzCE  
error is cleared. Press  
to clear the error.  
/–  
to change the sign of a displayed value.  
The number of  
steps that have  
been entered.  
+
Press  
#6-1-2 Display  
¤
For further information on other calculator operations,  
see p.124.  
Entered value  
Operators  
118  
©
The symbol in the paper-roll on the left of the display  
1.  
2.  
Move to the line before which you want to insert the  
new value.  
marks the starting entry. The value shown in the keypad  
window is either the value you have just entered or final  
result of the calculation, as indicated by ENTRY or  
ANSWER, respectively.  
INS  
Press  
.
INSERT MODE briefly appears on the calculator’s display.  
=
3.  
Press  
to get the result.  
3. Enter the operator and the value to be inserted then  
ENTER  
press  
The value is now included in the calculation.  
ENTER  
again to get the new total.  
.
Checking intermediate results  
PREV  
NEXT  
until you reach the line of the  
1.  
Press  
or  
4.  
Press  
calculation you want to check.  
Once the total has been calculated the insert mode  
automatically changes back to the normal Entry mode. To  
return to the entry mode while editing a calculation, press  
The total up to and including the highlighted line is  
displayed. The number of the step you have highlighted  
appears in the small box to the right of the display’s paper-  
roll.  
6
INS  
again.  
Changing part of a calculation  
Indicates the  
current step.  
#6-1-3 Display  
PREV  
1.  
2.  
Move to the line you want to change using  
.
Enter the new operator and value then press  
ENTER  
.
CzCE  
once to return to the display of the final  
result, and again to clear the display.  
2.  
Press  
ENTER  
again to get the new answer.  
3.  
Press  
INS  
+
If you press  
mode, press  
mode.  
by mistake and move into Insert  
again to return to normal Entry  
INS  
Inserting new figures  
You can add new steps to a series of calculations recorded  
on the paperless printer.  
119  
CANCEL  
once to clear the starting date field  
Deleting a line  
2.  
Press  
and then enter the desired starting date. Prefix a  
single-digit month or day with a “0”.  
PREV  
1.  
2.  
Move to the line you want to delete using  
DEL  
.
Press  
.
˜
3.  
4.  
5.  
Press  
.
The selected line is removed from the display.  
ENTER  
Enter the ending date.  
3.  
Press  
to get the new total.  
=
Press  
.
If you wish to have today’s date as the ending date  
Calculating dates  
2nd  
(when the starting date is prior to today), use  
to enter today’s date.  
As well as performing standard arithmetic calculations, the  
Calc application lets you determine the period of time (in  
days) between two specific dates, and also what the date  
will be a certain number of days before or after a particular  
date.  
D
The number of days between the two dates is shown.  
CANCEL  
to return to  
+
If you make a mistake, press  
a previous step.  
If you enter an invalid date or other value, for  
example if you forget to enter the year, the  
operation will not be performed and nothing will  
Calculating the number of days between two dates  
CALC  
a few times until the date calculator  
1.  
Press  
appears.  
ENTER  
happen when you press  
.
The current date appears as the default starting date.  
Calculating a date by specifying a number of days  
CALC  
a few times until the date calculator  
Follow step 2 below if you wish to change the starting date.  
If you want the calculation to start from the current date,  
skip step 2 instead.  
1.  
Press  
appears.  
The today's date appears as the default starting date. If you  
want to calculate a date starting from today's date, skip the  
next step.  
#6-1-4 Display  
Starting date  
120  
CANCEL  
to clear the starting date field and  
enter the desired starting date. Prefix a single-digit  
month or date with a “0”.  
2.  
3.  
Press  
Using the Calculator with other applications  
The Calc application can perform calculations that have  
been written out as text within another application.  
+
Press  
to enter a number of days in the future, or  
for a number of days prior to today.  
Transferring data from an application entry into Calc  
1.  
Open the application containing the text to be  
calculated.  
#6-1-5 Display  
2.  
Highlight the calculation text.  
4.  
5.  
Enter the number of days to base your calculation on.  
#6-1-6 Display  
=
Press  
.
6
The calculated date is displayed, together with the day of  
the week.  
2nd  
COPY  
3.  
4.  
Press  
to copy the text.  
You can continue to calculate dates in the future or  
past using the calculated date as a new starting date;  
CALC  
Press  
to open the Calc application and press  
to bring in or paste the copied  
2nd  
PASTE  
+
after a date is calculated, press  
or  
, as  
calculation.  
desired. The most recently calculated date is  
automatically entered in the FROM field. Simply enter  
the number of days to be calculated and press  
The copied calculation is performed automatically, and the  
result is displayed.  
=
.
CANCEL  
to return to a  
+
If you make a mistake, press  
previous step.  
121  
Cost/Selling price/Markup and Cost/Selling  
price/Margin calculations  
#6-1-7 Display  
The Calc application provides a useful function for making  
markup and margin calculations, based on figures that you  
supply via the keyboard. The way it works is simple: you  
enter two of the values that you already know for either the  
cost, selling price or markup/margin, and the calculator  
works out and displays the missing value. For example, if  
you enter the cost and the selling price, it will tell you the  
percentage markup or margin based on those two values. If  
you enter the selling price and the markup or margin, it will  
tell you the cost.  
When E appears  
When any of the following situations occur, the error  
indicator E is displayed and calculations are suspended.  
CzCE  
Press  
to clear the error.  
The integer part of the calculation result is within the  
range of 11 to 20 digits (a rough calculation is  
obtained).  
CALC  
several times until the COST/S.PRICE/  
MARKUP display or the COST/S.PRICE/MARGIN  
display appears, as required.  
1.  
Press  
=
X
Example:  
4567890123  
456  
208.2957896 is displayed with E, which  
indicates that the rough result is:  
208.2957896 x 1010 (ie. 2,082,957,896,000)  
#6-1-8 Display  
In paperless printer mode, no rough calculation can be  
obtained.  
The integer part of the calculation result exceeds 20  
digits.  
˜
2.  
3.  
Use  
to move to the fields whose values you  
already know, and enter the values.  
The integer part of the numerical value in the memory  
exceeds 10 digits.  
SOLVE  
Press  
to calculate the missing value.  
The missing value is displayed in the appropriate field.  
A number is divided by “0”.  
122  
MENU  
+
Note that you must move out of a field in which you  
have just entered a value before the calculation can  
be performed.  
1.  
2.  
Press  
and press  
, select DECIMAL POINT SETTINGS  
ENTER  
.
ENTER  
Select the desired setting and press  
.
Re-calculating using different values  
The desired number of decimal points is applied.  
Once you have made a Markup/Margin calculation, you can  
recalculate using new values without having to start from  
the beginning.  
+
Note that when no decimal points are used (ie.  
DECIMAL POINT : 0 is selected), pressing the  
decimal point key will have no effect, but any numbers  
entered subsequently will be treated as integers. For  
example, typing 12.75 will be treated as 1,275, which  
will produce a very different calculation result.  
1.  
+
2.  
Move to whichever field(s) whose values you want to  
change, and enter the new values.  
NEW  
Press  
to clear the contents of a field  
before entering a new value.  
6
Move to the field whose new value you want to  
?
calculate, and press  
value.  
to indicate the missing  
SOLVE  
3.  
Press  
.
The new value is calculated and appears in the field.  
Setting the number of decimal places  
When using the Cost/Selling price/Markup and Cost/Selling  
price/Margin calculator, you can choose whether the  
number of decimal places used in calculations is 0 or 2.  
In either Cost/Selling price/Markup or Cost/Selling price/  
Margin calculator mode:  
123  
Calculation examples  
Calculation  
Arithmetic  
Example  
Operation  
Display (answer)  
+
=
X
12 x 3 + 5 =  
12  
24  
3
5
41.  
–8.  
=
+
/–  
(–24) ÷ 4 – 2 =  
4
2
+
=
Constant  
34 + 57 =  
45 + 57 =  
34  
45  
57  
The addend becomes a constant.  
91.  
=
102.  
(Subtraction and division are performed in  
the same manner.)  
=
X
68 x 25 =  
68 x 40 =  
68  
25  
40  
The multiplicand becomes a constant.  
1,700.  
2,720.  
=
X
%
Percentage  
What is 10% of 200?  
What percentage is  
9 of 36?  
200  
9
10  
%
20.  
25.  
36  
+
%
Add-on  
What results from a  
200  
10  
X
220.  
400.  
+
=
=
%
10% increase of 200?  
(or 200  
10  
)
)
%
Discount  
What is 500 after a  
20% discount?  
500  
20  
X
%
(or 500  
20  
=
ª
Square root  
Power  
25 – 9 =  
(43)2 =  
25  
9
4.  
4,096.  
0.125  
=
=
=
=
X
X
4
Reciprocal  
1/8 =  
8
124  
Calculation  
Memory  
Example  
Summation  
Operation  
Display (answer)  
Clears the memory before performing any  
calculations.  
RzCM RzCM  
X
+
M
25 x 5 =  
–) 84 ÷ 3 =  
+) 68 + 17 =  
(Total) =  
25  
84  
68  
5
125.M  
28.M  
85.M  
M
3
+
+
M
17  
182.M  
RzCM  
RzCM RzCM  
Temporary memory  
(14 – 3 x 2) x  
14  
52  
3
2
6.M  
X
+
M
M
(52 – 35) =  
35  
136.M  
=
X
RzCM  
6
The Calc application menu  
Selects the basic, paperless,  
date, cost/sell/margin or cost/  
sell/markup calculator mode.  
#6-1-9 Display  
Selects the entry mode in the  
paperless calculator.  
Selects the insert mode in the  
paperless calculator.  
Sets the number of decimal  
places (see p.123).  
125  
Changing the Local city  
The Clock Application  
The Local city is the city selected to provide the local time.  
When you first use your Organizer, the default Local city is  
set as New York. To change this setting:  
The unit’s built-in clock makes it possible not only to know  
the correct time and date in your area, but also to know the  
time in other cities or any region around the world. The  
Clock is used as the reference time by the Calendar,  
Schedule, and To Do applications. In addition to these  
features, daylight saving time (DST) can be enabled for any  
city you designate, for those countries that use an annual  
Daylight Saving Time adjustment.  
MENU  
1.  
2.  
3.  
Press  
Select SET CLOCK then press  
Select CHANGE LOCAL CITY then press  
to open the Clock menu.  
ENTER  
.
ENTER  
.
A list of cities appears. The currently selected city is at the  
top of the list. The cities are listed in alphabetical order by  
country and then by city name.  
As an aid to international business and travel, the  
Organizer is set to display the time in any other city you  
choose (called the World City) as well as your own city (the  
Local City). In addition, the Organizer comes with a pre-  
defined list of countries and cities. If the city you want is not  
in the pre-defined list, you can add your own User-defined  
city by specifying the city name, country and time relative to  
GMT (Greenwich Mean Time) (see p.130).  
#6-2-2 Display  
4.  
Type the first letter of the name of the country in  
which the target city is located. (For example, if you  
wanted to select San Francisco, you would type U for  
2nd  
CLOCK  
To view the Clock, simply press  
followed by  
.
Local city  
World city  
PREV  
NEXT  
to  
United States.) Then use  
display the city you want.  
and  
˜
5.  
6.  
Use  
PREV  
and  
and  
to select a city. You can also use  
NEXT  
#6-2-1 Display  
Time in the World  
city  
to move up and down the list.  
If the selected city observes Daylight Saving Time,  
Time difference  
between Local and  
World cities  
press to indicate this.  
Local time  
126  
This advances the Local time by one hour. A symbol  
appears beside the city to indicate that daylight saving time  
has been set.  
Setting the time and date  
MENU  
1.  
2.  
3.  
Press  
Select SET CLOCK and press  
Select ADJUST TIME/DATE and press  
to open the Clock menu.  
ENTER  
.
ENTER  
7.  
Press  
.
ENTER  
.
The Clock window appears briefly, showing the new Local  
city. The time is automatically adjusted.  
The ADJUST TIME/DATE window opens.  
+
If you have defined a User city and want to select it  
SPACE  
as the Local city, press  
user-defined cities (see p.129).  
to access the  
#6-2-3 Display  
Certain countries will be abbreviated as follows:  
Federal Republic of  
Germany  
GERMANY, F.R.  
The window has three fields: Local Time, Time System, and  
Local Date.  
6
Papua New Guinea  
Czech Republic  
PAPUA N.GUINEA  
CZECH REP.  
PM  
(for  
4.  
5.  
6.  
Enter the current time and press AM or  
AM or PM). Be sure to enter a 0 before a single-digit  
hour or minute entry.  
Republic of Trinidad  
and Tobago  
TRINID. & TOB.  
§
'
Move to the TIME SYSTEM field. Press  
or  
to indicate whether you want the time shown in 12- or  
24-hour format.  
Dominican Republic  
French Polynesia  
DOMINICAN REP.  
FR. POLYNESIA  
U.A. EMIRATES  
USA  
Move to the LOCAL DATE field. Enter the current  
month and day in two digits, and the year in four  
United Arab Emirates  
United States of America  
˜
digits. You can also select the date by pressing  
PREV  
to display the pop-up calendar. (Use  
and  
˜
NEXT  
§
to display the desired month, then  
Country and city names in the list and their relative  
'
to move to the current day.)  
time differences are current as of January 1992.  
127  
ENTER  
You can set any date from January 1st, 1901 to December  
31st, 2099.  
2.  
3.  
Select SET CLOCK and press  
.
ENTER  
Select CHANGE WORLD CITY and press  
.
CANCEL  
to cancel the changes).  
ENTER  
7.  
The time and date are now stored.  
You can access CHANGE LOCAL CITY from this  
Press  
(or  
A list of four cities appears. These will be the four cities you  
most recently selected, or checked the time in. The  
currently selected World city appears at the top of the list.  
+
2nd  
W
display by pressing  
. Because the  
Organizer automatically adjusts the time after the  
Local city is changed, you should select the Local  
city before setting the time and date.  
#6-2-4 Display  
Changing the setting in the TIME SYSTEM field  
also changes the time display format for all the  
Organizer’s time-related applications and functions,  
such as Schedule and Time Stamp.  
4.  
If the city you want to select as your World city is on  
the list, select it and then proceed from step 7 below.  
SPACE  
If not, press  
or type the first letter of the  
country containing the target city.  
Checking the time in a city  
You can find out the time anywhere in the world using the  
Clock application by selecting another city, called the  
World city. Selecting a city as the World city will display the  
time in that city as well as the Local city when you press  
#6-2-5 Display  
CLOCK  
2nd  
. The Organizer also shows you the time  
A list of cities appears. The first three cities are User cities  
which you can specify (see below). Just as for the LOCAL  
CITY list, all cities in this list are in alphabetical order  
according to country name.  
difference between the current World city and the Local  
city. When you first use the Organizer, the default World  
city is London.  
To change the World city:  
˜
PREV  
NEXT  
to display the city you  
Use  
,
,
and  
want.  
MENU  
to open the Clock menu.  
1.  
Press  
128  
5.  
6.  
Select the desired city.  
The ADD USER’S CITY window opens.  
#6-2-6 Display  
If Daylight Saving Time (DST) is observed by the  
selected city, press  
to indicate this.  
A symbol appears beside the city, indicating that DST has  
been set.  
ENTER  
7.  
Press  
.
You can set up to three cities by entering information in the  
three fields. In the unit’s default settings, New York has  
been designated as USER CITY1.  
The city is selected as the World city and the window  
closes.  
4.  
Move to the field you would like to change for USER  
CITY1, 2, or 3.  
The Clock window briefly appears, indicating the time in  
the selected World city. The time difference relative to the  
Local city is displayed below the World city time.  
NEW  
5.  
Press  
to delete the current name and  
6
enter the name of your desired city.  
+
While selecting a city from the list, you can press  
SPACE  
at any time to return to the first page of the  
6.  
7.  
Move to the COUNTRY field.  
list.  
Delete the current setting and enter the name of the  
country where the city is located.  
Adding a User-defined city  
8.  
9.  
Move to the GMT (Greenwich Mean Time) field.  
Since some cities you may wish to use might not appear in  
the Organizer’s built-in pre-defined list of cities, the Clock  
application lets you define your own cities, called User  
cities, for use as the Local and World cities.  
Enter the time difference between the user city and  
Greenwich Mean Time (the international time  
reference). Press  
before a number to indicate a  
negative time difference (ie. the time in the selected  
city is earlier than GMT). You can specify any value  
from –11.5 to +12 to the nearest half-hour.  
MENU  
to open the Clock menu.  
1.  
2.  
3.  
Press  
ENTER  
Select SET CLOCK and press  
.
ENTER  
Select ADD USER’S CITY and press  
.
ENTER  
10. Press  
.
129  
The city you entered is then stored as a User city, and is  
listed on the first page on both the Local and World city  
lists.  
on and off).  
Enabling and disabling DST  
¤
To select the User city you have just entered as the  
Local or World city, see p.126 or p.128, respectively.  
Once DST is assigned to a city, it remains in effect until it is  
de-assigned. Once a year, cities using DST will switch back  
to regular time. Rather than having to de-assign DST for  
each city separately, you can simply disable the  
Organizer’s DST feature itself, which then applies to all  
cities within the Organizer. When these cities switch back to  
DST, you can simply re-enable the feature without having  
to change any city’s entry.  
Daylight Saving Time (DST)  
Assigning DST to a city  
Designating Daylight Saving Time (DST) for a city  
automatically sets the time for that city one hour ahead of  
its regular time.  
MENU  
to open the Clock menu.  
1.  
2.  
Press  
MENU  
, select SET CLOCK then press  
1.  
Press  
The current DST setting (enabled or disabled) is  
indicated by a tick. Select ENABLE DST to change  
the setting.  
ENTER  
.
2.  
Select either CHANGE LOCAL CITY or CHANGE  
WORLD CITY (it doesn’t matter which you choose)  
When DST is disabled, the DST symbol disappears from  
the Clock display.  
ENTER  
then press  
.
˜
PREV  
and  
3.  
4.  
Select the desired city using  
,
,
NEXT  
.
Setting daily alarms  
You can set alarms just like on a regular clock, separately  
from Schedule events, using the Clock menu. Set alarms  
will sound even if the Organizer is turned off.  
Press  
.
A symbol appears to the left of the city, indicating that DST  
is in effect.  
This can be especially convenient, for example, when you  
need an alarm as a simple reminder or to wake you up, but  
do not want to make a full Schedule entry.  
ENTER  
5. Press  
.
To de-assign a city’s DST setting, simply follow the above  
procedure and press again (this toggles DST between  
130  
MENU  
1.  
Press  
to open the Clock menu and select  
ENTER  
Disabling all alarms  
SET DAILY ALARMS, then press  
.
Once you have set an alarm, it will sound at the appropriate  
time whether the Organizer is turned on or off. When the  
The SET DAILY ALARMS window opens. You can set up to  
five alarms.  
Organizer is on,  
at the top of the display indicates that  
any alarm that is set will sound at the appropriate time.  
There may be times when you do not want to hear any of  
the set alarms. You can disable all Schedule and Daily  
Alarm sounds easily with a single operation.  
#6-2-7 Display  
MENU  
three times to open the TOOLS menu.  
1.  
Press  
AM  
Enter the time for the desired alarm, followed by  
2.  
PM  
or  
for AM or PM.  
3.  
4.  
Press  
to set the alarm.  
6
#6-2-8 Display  
Move to the next field and set any other alarms you  
want using the same procedure.  
CANCEL  
ENTER  
ENTER  
5.  
Press  
(or  
to cancel the setting).  
2.  
Select ENABLE ALL ALARMS and press  
.
The  
disappears from the display. All alarm sounds are  
Turning alarms on and off  
now turned off, ie. no audible alarm will sound, until you  
use the above procedure to turn them on again by re-  
selecting ENABLE ALL ALARMS. However, each alarm will  
still be displayed when it reaches its set time, even when  
the unit is turned off. This means the alarm sounds are  
disabled, but not the alarms themselves.  
ON  
To turn off an alarm that is sounding, press  
. Alarms  
will turn off automatically after sounding for 15 seconds.  
To unset an alarm, select SET DAILY ALARMS from the  
Clock menu, select the alarm you want to turn off, and  
press  
(alarms are indicated as set or unset in the  
display’s middle field).  
131  
The Clock application menu  
Sets the built-in clock.  
Sets and controls up to five  
alarms to sound daily (see  
p.130).  
#6-2-9 Display  
Turns all DST settings on or  
off.  
132  
CHAPTER 7  
Money & Account Management  
Money Tracking application  
What it can do  
he OZ-5600 Organizer’s Money  
Transactions are stored against accounts that you create  
and manage. Once the accounts are set up and the  
transactions recorded, you can monitor and print  
summaries or details of all your financial activities and  
balances. The Money Tracking application can help you  
balance your accounts at the touch of a few buttons. You  
can even transfer information between your money  
management software on your desktop computer  
(Quicken®, MS-Money®) and the OZ-5600 using the  
optional Link software.  
Tracking application provides you  
with a sophisticated and easy-to-use tool  
T
for managing your personal and business  
finances. It offers comprehensive facilities for  
recording cash, bank and credit card  
transactions. It also helps you reconcile account  
balances. It can even automatically create a  
corresponding transaction to transfer funds from  
one account to another.  
Introducing Money Tracking concepts  
7
The Money Tracking application utilizes two main  
concepts for organizing its information: Accounts and  
Transactions. In Money Tracking, Accounts are used like  
any other accounts you use: bank accounts for checking  
and savings, credit cards, and cash accounts for the money  
you carry. The Money Tracking can support up to 16  
different accounts.  
Whenever you use an account either to make or receive a  
payment, this represents a Transaction. Just like any bank  
account, Money Tracking records different transactions  
against various accounts, and allows you to see when,  
where, how, to whom and why various payments were  
133  
made or received for a given account, conveniently and  
reliably.  
*
*
*
*
*
*
*
*
Adding your own Categories  
Editing Category names  
Using Categories  
The SPLIT function  
Automatic transfers  
Making a transfer for a SPLIT transaction  
Account balancing and reconciliation  
Deleting Money Tracking information  
You may view each account and related transactions by  
pressing the MONEY TRACKING key. To display the next  
account in alphabetical order, simply press the  
MONEY TRACKING key again. To view the details of a  
transaction simply select the transaction using  
and  
˜
ENTER  
and press  
.
+
Since up to 16 accounts can be created, when  
looking for a particular account you may find it  
Things to Know about Money Tracking  
When to begin using the money tracking application  
2nd  
quicker to press  
MONEY TRACKING to move  
through the accounts in reverse alphabetical order.  
Begin using the Money Tracking application after you  
have balanced your last statement for the account.  
The Money Tracking operations described in this chapter  
are:  
Enter the Opening Balance as the ending balance of  
that statement  
*
*
*
*
*
*
*
*
*
*
*
*
*
*
Things to Know about Money Tracking  
Setting up Money Tracking accounts  
Viewing account information  
Editing or viewing account details  
Entering Money Tracking transactions  
Viewing account transactions  
Displaying transactions in detail: View mode  
Editing/updating existing transactions: Edit mode  
Listing all transactions  
A closer look at Money Tracking transactions  
Using the Filter to display selected transactions  
Canceling an active Filter  
Enter all transactions that have occurred since your last  
account statement  
Be careful to enter all transactions in to the OZ-5600 so  
that you can carefully maintain your account balance  
and so that when you get your next statement to  
balance your account.  
Save time by using the Word Key  
Store your commonly used phrases including Payee  
names, Memo’s or Special information in the Word  
area. Please see p. 164 for further details.  
About Categories  
Using the pre-defined Categories  
134  
Memory is full – What can I do  
To enter a new account:  
Removing reconciled transactions from memory will free  
up memory space. Make sure you back up these  
transactions for future reference either by printing or  
saving to your computer with the optional Link software.  
1.  
Press MONEY TRACKING to open the Money  
Tracking application.  
MENU  
2.  
Press  
followed by  
and select SET UP ACCOUNT  
ENTER  
.
Sharing information with my desktop money  
management software  
The ACCOUNT LIST appears, with the name, type and  
current balance of any existing accounts. When defining an  
account for the first time, the list will be empty.  
The optional Link software will enable you to transfer  
the OZ-5600 transactions to your computer using the  
standard QIF format. After being uploaded to the  
computer you can then import them into your money  
management software using the Import feature. You  
can also Export transactions from your desktop software  
to your OZ-5600.  
NEW  
3.  
Press  
.
The ACCOUNT INFORMATION window is displayed.  
#7-1-1  
7
How secret works with Money Tracking  
If your organizer is locked, the account balances will be  
displayed as ##,###,###.## until the organizer is  
unlocked.  
+
When you use the Money Tracking application for  
the first time, there are no accounts set up. When you  
NEW  
for the first time after  
ENTER  
press  
or  
opening the application, you will be warned there are  
no accounts set up. The procedure to create new  
accounts will then be initiated automatically after you  
Setting up Money Tracking accounts  
All Money Tracking transactions are recorded against  
accounts set up by the user. There are no default accounts.  
The first step in using the Money Tracking application is to  
set up your personal accounts.  
ENTER  
press  
once more.  
4.  
Enter the name you wish to give the new account (up  
to 15 characters long) and press NEXT  
.
The cursor moves to the TYPE field.  
135  
˜
5.  
Press  
list, press  
NEXT  
, select the desired account TYPE from the  
ENTER  
incorrect balances. The method of determining the  
starting balance depends on the account type:  
to close the list and then press  
.
BANK – Use the “Closing Balance” shown on your  
most recent bank statement.  
CREDIT– Use the “New Balance” shown on your  
#7-1-2  
CARD  
latest credit card statement. Even though this  
represents a debit ie. an amount that you  
owe, you should enter the amount as it  
appears on your statement, ie. without a  
minus sign “–”. When performing account  
calculations, the Organizer knows that an  
amount in a CREDIT CARD account is  
actually a debit.  
+
The account type describes the purpose of the  
account and determines the exact terms used to  
describe debit and credit transactions. (eg. Credit  
Card=Charge/Payment, Bank=Payment/Deposit,  
Cash=Spend/Receive).  
The account type is also one of the selection criteria  
used for the Filter function (see p.143).  
CASH – Enter the total amount of cash you have at  
the present time.  
The cursor moves to the OPENING BAL field.  
The cursor moves to the ACCOUNT DATA field.  
6.  
Enter the account’s OPENING BALance (maximum 8  
NEXT  
7.  
The ACCOUNT DATA (up to 25 characters) is  
optional and designed to supplement the NAME and  
TYPE fields. This field could be used to record the  
digits plus 2 decimal places) followed by  
.
NEXT  
account number, for instance. Press  
.
#7-1-3  
The cursor moves to the NOTE field.  
8.  
9.  
Again the NOTE field (up to 25 characters) is optional.  
It is designed to provide further information about the  
purpose and usage of the account (eg. account phone  
number).  
+
Take care when entering the opening balance for a  
new account, as an incorrect value will cause  
subsequent account operations to result in further  
ENTER  
Press  
to store the new account details.  
136  
MENU  
, select SET UP ACCOUNT and press  
.
The Account List is displayed, showing the summary of the  
new account just created and the new total balance.  
1.  
Press  
ENTER  
The ACCOUNT LIST is displayed.  
2. Select the desired account and press  
#7-1-4  
EDIT  
.
A message appears, warning you that editing certain fields  
may cause a discrepancy in the reported account balance.  
ENTER  
to proceed.  
3.  
Press  
Viewing account information  
A summary of existing accounts may be viewed at any time  
after they have been set up.  
The ACCOUNT INFORMATION screen appears in Edit  
mode.  
MENU  
1.  
2.  
Press  
.
ENTER  
4.  
Make any desired changes, then press  
to  
CANCEL  
store your changes (or  
details).  
to retain the original  
ENTER  
Select SET UP ACCOUNT and press  
.
The ACCOUNT LIST is displayed, showing name, type and  
current balance of all existing accounts.  
7
The message “Stored!” appears.  
+
Press MONEY TRACKING to switch between  
displaying the Opening or Current account balance.  
MONEY TRACKING  
to switch between  
displaying the Opening or Current account balance.  
+
Press  
Editing or viewing account details  
Entering Money Tracking transactions  
The details any account may be edited or viewed at any  
time after it has been set up. This would usually be in order  
to view or change the ACCOUNT DATA, NOTE or TYPE  
fields, since the other fields are unlikely to require updating  
unless they were originally entered incorrectly. However,  
since this involves the account setup information and not  
the actual transactions, this is an operation the user would  
only use occasionally.  
Once you have set up the desired account, you are ready  
to enter Money Tracking transactions to record the use of  
the account.  
To enter a new Money Tracking transaction:  
MENU  
, select SET UP ACCOUNT and press  
.
1.  
Press  
ENTER  
137  
The ACCOUNT LIST is displayed.  
currently selected), the name of the account for which  
the most recently created transaction was assigned is  
appears in the ACCOUNT NAME field as the default.  
2.  
Select the desired account from the list, then press  
ENTER  
.
The cursor appears in the DATE field, which already  
contains today’s date as the default.  
+
You may also select the desired account by skipping  
steps 1 & 2 and instead pressing MONEY TRACKING  
2nd  
(or  
MONEY TRACKING ) until the account is  
4.  
Enter the date of the transaction (if you do not wish  
displayed.  
you use today’s date). You can enter a date either via  
˜
the keyboard or by pressing  
and selecting the  
The Index view for the selected account appears.  
NEW  
to enter a new transaction for this  
date from the pop-up calendar.  
3.  
Press  
account.  
NEXT  
5.  
Press  
to move to the REF./NUMBER field.  
Enter an optional reference number for the  
NEXT  
The blank MONEY TRACKING display appears in Edit  
mode.  
transaction, then press  
.
The cursor moves to the PAYEE field.  
6.  
Enter the name and details of the PAYEE of the  
transaction (up to 27 characters). This will be the  
name of the person or company who either pays you  
the amount of the transaction (for a credit) or to whom  
#7-1-5  
NEXT  
you are paying (for a debit). Press  
the next field.  
to move to  
The name of the selected account appears in the  
ACCOUNT NAME field.  
The cursor moves to the TYPE field.  
If you change your mind and wish to enter this  
transaction for a different account instead, simply  
§
'
7.  
Use  
and  
to indicate whether this represents  
NEXT  
a debit or credit transaction. Press  
the next field.  
to move to  
˜
move to the ACCOUNT field, press  
, then select  
ENTER  
the desired account from the list and press  
.
+
Note that the exact words appearing in the TYPE field  
to represent the debit and credit transactions vary  
according to the TYPE of the ACCOUNT for which the  
NEW  
to create a new transaction while  
displaying ALL transactions (ie. no account is  
+
If you press  
138  
current transaction is being assigned. For example, if  
the account type is CASH, a debit is SPEND and a  
credit is RECEIVE.  
amounts should equal the full amount entered in the  
transaction.  
The pop-up list contains those categories already  
defined (via the CATEGORIES function) in the Money  
Tracking application menu. Instead of using the pop-  
up list, you can enter a new category in this field. Any  
category you type in will be added automatically to the  
category list if it does not already exist.  
NEXT  
8.  
Enter the transaction amount and press  
.
The cursor moves to the CATEGORY field.  
9.  
Enter the optional CATEGORY for the transaction by  
˜
pressing  
and selecting the desired category from  
the pop-up menu.  
¤
For more detailed description of using categories with  
money tracking transactions, see “About Categories”  
on p.145.  
#7-1-6  
NEXT  
10. Press  
to move to the MEMO field.  
11. You may enter some descriptive text in the MEMO  
field (up to 27 characters) to remind you of the  
reason, purpose or other explanation of this  
+
When selecting a category from the pop-up list, you  
can jump to a particular category by pressing the letter  
key corresponding to the first letter of the desired  
category name. To skip to the end of the Category list,  
7
NEXT  
transaction, then press  
field.  
to move to the next  
˜
2nd  
2nd  
press  
NEXT , or press  
PREV  
to jump  
12. For the CLEARED field, press  
and select the  
back to the top of the list.  
appropriate transaction clearance status from the list.  
NEXT  
The default value is NOT CLEARED. Press  
move to the next field.  
to  
Since CATEGORY is an optional field, select <NONE> if the  
transaction is not to be assigned to any category.  
¤
For a more detailed description of the CLEARED field,  
see “A closer look at Money Tracking transactions” on  
p.142.  
Select {SPLIT} if you wish the transaction being entered to  
be assigned to multiple categories. When {SPLIT} is  
selected, the SPLIT window is displayed, allowing the user  
to specify up to 10 sub-amounts and corresponding  
categories for the transaction. The total of the 10 sub-  
13. Enter any further descriptive information in the  
139  
SPECIAL field to remind you of the purpose or some  
other relevant data about this transaction.  
The Index mode view of the account then appears, with the  
account name displayed at the top of the screen. Each row  
represents the summary of a different transaction, sorted in  
ascending date order (ie. oldest first).  
+
Note that any text you provide in the MEMO and  
SPECIAL fields can be used by the Filter function to  
selectively access particular transactions.  
3.  
Since not all the information for each transaction can  
'
be displayed on the screen at one time, press  
to  
ENTER  
14. Press  
to store the transaction details, or  
view the rest of the transaction summary, and press  
CANCEL  
to discard the changes.  
§
˜
to go back. Press  
and  
to scroll the  
transactions when there are too many to be displayed  
at one time.  
A message confirming the transaction has been  
successfully stored in memory is briefly displayed, and the  
transaction then appears in View mode.  
The CLEARED field is shown as a summary, with a single  
character to represent the current status.  
Viewing account transactions  
Transaction amounts are displayed differently depending  
on the type of account. Bank and Cash accounts display  
debits (Payments or Spend) with a preceding minus sign,  
and credits (Deposits or Receive) without a sign. Credit  
Card accounts show charges without a sign and payments  
with a preceding minus sign.  
The Index mode view for a particular account provides a  
useful summary of the main details of all the transactions  
on that account. This is the quickest way to gain a broad  
picture of the status and operations on the account, and  
also allows you to select particular transactions for which  
you wish to view the full details.  
The description given in the amount heading is determined  
by the TYPE field in the ACCOUNT INFORMATION  
window defining the account.  
To view a particular account’s details in Index mode:  
MENU  
, select SET UP ACCOUNT and press  
.
1.  
Press  
ENTER  
#7-1-4A  
The account list is displayed.  
2. Select the desired account from the list, then press  
ENTER  
.
140  
transactions in the same account, without having to  
return to the account’s Index mode to select a  
different transaction. The Organizer warns you if you  
reach the first or last transaction entry in an account.  
Displaying transactions in detail: View mode  
Account Index mode described above provides single-line  
summaries of all the transactions in a given account. You  
can then easily select any transaction in the displayed list  
to view its full details in View mode. Note that for each  
transaction, although the REF./NUMBER field holds up to  
six characters, only the last four characters are displayed in  
Index mode.  
Editing/updating existing transactions: Edit  
mode  
All transactions can be edited once they have been  
created, in order to update any or all of their fields when  
certain details change. For instance, you may wish to  
amend a transaction entry to reflect the fact that a  
transaction that was previously NOT CLEARED is now  
CLEARED.  
1.  
Follow the above provedure for displaying an account  
in Index mode.  
ENTER  
2.  
Select the desired transaction and press  
.
The Money Tracking transaction screen appears, with the  
full details of the selected transaction displayed in View  
mode.  
To edit an existing transaction entry:  
˜
7
3.  
Press  
and  
to scroll the display to view those  
1.  
In account Index mode: highlight the transaction to be  
EDIT  
fields that cannot fit on the display.  
edited and press  
In transaction View mode: press  
The transaction is then displayed in Edit mode.  
.
'
Press  
to view the details of a transaction with  
EDIT  
.
SPLIT Categories.  
¤
See p.147 below for information on SPLIT  
transactions.  
4.  
When you have finished viewing the transaction,  
#7-1-7  
ENTER  
press  
to return to the account Index mode,  
CANCEL  
or press  
to display the ALL account  
transaction view.  
NEXT  
PREV  
or the arrow keys to move to  
2.  
Use  
and  
+
When viewing a given transaction, you can use  
NEXT and PREV to view successive and previous  
any fields to be edited.  
141  
+
When editing text fields or the amount, you can use  
If you are currently in transaction View mode, you can  
jump directly to the ALL account transaction view by  
NEW to clear the field before typing in new text.  
pressing CANCEL  
.
ENTER  
to store the edited transaction entry,  
3.  
Press  
'
CANCEL  
or  
to discard the changes.  
2.  
3.  
Press  
to view those transaction details that  
§
cannot fit on the display. Press  
original group of transaction details.  
to redisplay the  
ENTER  
When  
is pressed, a message indicating the entry  
has been successfully stored briefly appears. The  
transaction is then displayed in View mode.  
˜
If necessary, use  
and  
to scroll the display  
up and down to display any additional transactions  
that may not fit onto the display.  
Listing all transactions  
Although every transaction must be assigned to a specific  
account, the Money Tracking application allows you to  
view summaries of all transactions in date order, regardless  
of the account to which they belong.  
A closer look at Money Tracking transactions  
Each Money Tracking entry contains certain fields with  
special functions to allow the user to control the exact  
status of transactions requiring further processing.  
1.  
Press MONEY TRACKING repeatedly until “ALL”  
appears in place of an account name.  
2nd  
+
If you pass the ALL display by mistake, press  
MONEY TRACKING to move through the accounts in  
the reverse order.  
#7-1-8A  
*
CLEARED - Indicates the status of the transaction with  
the bank or credit card company. The options are NOT  
CLEARED, CLEARED and RECONCILED. Using the  
example of a checking account, when you write a check  
the status is NOT CLEARED. After the check returns to  
your bank and the money has been withdrawn from  
your account, the check status is CLEARED. When you  
receive your statement from the bank and you reconcile  
#7-1-8  
A summary of all transactions appears in Index mode, with  
one line per transaction.  
142  
the statement with your records, the transaction  
becomes RECONCILED.  
expense claim, you can update this to SUBMITTED, to  
reflect the change. When the expense is later settled  
and you receive payment, you can update the field to  
indicate that you have been REIMBURSED.  
The OZ-5600 can handle these steps for you. When you  
create a transaction, the default is NOT CLEARED.  
When you receive your statement from the bank, you  
may perform the account balancing procedure on the  
OZ-5600. The first step is to verify that the transactions  
listed on the statement agree with the transactions listed  
in the OZ-5600. During this step of the Account  
Balancing procedure, the transactions are marked as  
CLEARED. When all the transactions have been  
correctly marked and the account is balanced, the  
status is automatically changed to RECONCILED. (See  
Account Balancing p.152)  
To make this even easier, you could set up the words  
NOT SUBMITTED, SUBMITTED and REIMBURSED  
using the WORD key. You could then recall these  
words easily when tracking the progress of your  
expense claim.  
¤
Refer to the WORD key function (p.164) for more  
details.  
Using the Filter to display selected  
transactions  
*
SPECIAL - allows you to provide additional information  
to describe the purpose of the transaction (up to 27  
characters). These transactions can later be accessed  
as a group using the Filter function. For example, to  
track all business expenses for a certain client you may  
put the client’s name in SPECIAL and later use the  
Filter function to list all the transactions for the client.  
7
The Filter function allows you to see only those  
transactions that meet selection criteria that you specify.  
This makes it faster and easier to access the information  
that you want.  
Transactions may be filtered by any or all of the following  
fields: Account, (within a) date range, Payee name,  
Category, Memo, Cleared status, Special and Secret  
status.  
SPECIAL could also be useful for business people and  
others who incur regular expenses for which they are  
reimbursed at a later date. After you incur a business  
expense, you usually need to submit an expense claim  
in order to be reimbursed later. When entering a  
transaction for a business expense, you could set this  
field to NOT SUBMITTED. Once you submit your  
To activate the Filter:  
MENU  
twice to open the PREFERENCES  
1.  
Press  
menu, select SET FILTER STATUS and press  
ENTER  
.
143  
The TURN ON FILTER window appears.  
If a Category used for the Filter selection criteria occurs as  
one of the Split components of a transaction amount, the  
entire transaction amount will be added to the Filtered  
Balance, not just the split amount corresponding to the  
selected Category.  
2.  
To specify only transactions from a particular  
˜
account, press  
and select the desired account.  
Select ALL (which is the default) to indicate that the  
selected transactions can be from any account.  
#7-1-10  
= NOT CLEARED  
+ CLEARED  
#7-1-8B  
A date range may be used to make the Filter selection  
more specific. The FROM date is the date at which the  
Filter selection should start. The TO date is the latest date  
at which the Filter should end. Either field may be left blank  
to allow the Filter to have no starting or ending date limit.  
3.  
Specify any other fields for the remainder of the  
ENTER  
selection criteria, then press  
.
The message “Filtering...” appears briefly. All transactions  
that satisfy the selection criteria are then displayed in Index  
mode. Since the total balance shown at the top of screen is  
for Filtered transactions only, it is labeled FILTERED.  
+
Note that the more detailed the selection criteria (ie.  
the more fields you specify for the Filter), the more  
selectively the Filter will operate and the quicker you  
will find the information you are looking for. However,  
if you specify more than one selection criterion, any  
filtered items will have to meet all of the selection  
criteria, not just any of them.  
#7-1-9  
+
Note that in the CLEARED field, the pop-up menu  
contains items which do not appear when entering  
Money Tracking transactions. These extra items  
represents a combination of possible values for the  
field, allowing the user to specify more than one value  
for the selection criteria.  
4.  
To display a particular transaction in View mode,  
ENTER  
select the transaction and press  
.
The selected transaction appears in View mode. The word  
FILTERED appears in the top-right of the screen to remind  
you that a filter is in effect.  
144  
˜
5.  
Use  
and  
to display those fields which cannot  
About Categories  
be displayed at one time.  
The CATEGORY field provides a useful way of associating  
various transactions in different accounts according to a  
common purpose, customer/client or some other type.  
While the Money Tracking application provides a  
PREV  
NEXT  
to display full details of previous  
and subsequent transactions that also meet the Filter’s  
selection criteria.  
Use  
and  
comprehensive list of default categories ready for your use,  
you can also define your own categories as required.  
Careful defining and assigning of categories allows you to  
make the best use one of Money Tracking’s most powerful  
facilities - the Filter function (see p.143) - to selectively  
access various transactions after they have been entered.  
Canceling an active Filter  
While a filter is in effect, the word FILTERED appears at the  
top of the screen and a 3 appears in the Money Tracking  
menu next to SET FILTER STATUS. When you have  
accessed the information you were looking for, you may  
want to turn off or cancel an active Filter.  
The Organizer provides a comprehensive built-in list of 41  
pre-defined categories. In addition, you can add, edit and  
delete Category names as required.  
To cancel a Filter:  
MENU  
twice to display the PREFERENCES  
1.  
Press  
menu.  
7
Using the pre-defined Categories  
A 3 is displayed next to the SET FILTER STATUS  
The pre-defined categories are built-in to the Money  
Tracking application, and are installed automatically upon  
initialization. However, you may wish to delete all the built-  
in and user-defined Categories and then add them again  
later. You can do this by issuing a simple command from  
the menu.  
command.  
ENTER  
2.  
Select SET FILTER STATUS and press  
.
The Filter is canceled, and the Account List is displayed. If  
you display the PREFERENCES menu again, the 3 will no  
longer appear next to the SET FILTER STATUS.  
MENU  
, select CATEGORIES and press  
.
1.  
Press  
ENTER  
2.  
Select APPEND PRESET CATEGORIES and press  
ENTER  
.
145  
The message “Working...” appears for more than 10  
seconds.  
#7-1-11  
MENU  
3.  
To see the newly-added Categories, press  
ENTER  
,
select CATEGORIES then press  
.
ENTER  
4.  
Select NEW/EDIT CATEGORIES and press  
.
NEW  
and enter the name of the new category  
3.  
Press  
CANCEL  
(or  
ENTER  
you wish to create, then press  
to discard the new category).  
The CATEGORIES window appears.  
˜
NEXT  
to display the Category list. Use  
5.  
Press  
The CATEGORIES window reappears, with the new  
category name displayed.  
and the arrow keys to scroll down the list.  
2nd  
You can also use  
NEXT to jump directly to the  
CANCEL  
to close the CATEGORIES window.  
4.  
Press  
bottom of the Category list (where the transfer  
2nd  
PREV  
account Categories are located) and  
jump to the top of the list.  
to  
You can also define a new category while editing a  
new or existing transaction entry. Simply type the new  
category name in the CATEGORY field (instead of  
selecting an existing name from the pop-up list). The  
new category you enter will be automatically added to  
the existing category list.  
Adding your own Categories  
To define a new category in the Money Tracking  
application:  
MENU  
, select CATEGORIES  
1.  
In Index mode, press  
ENTER  
Editing Category names  
then press  
The CATEGORIES submenu appears.  
2. Select NEW/EDIT CATEGORIES and press  
The CATEGORIES window appears.  
.
You can edit any existing category name as necessary.  
When you edit a category name, an transaction using that  
category is automatically updated to use the edited category  
name instead.  
ENTER  
.
MENU  
1.  
Press  
press  
, select NEW/EDIT CATEGORIES then  
.
ENTER  
The CATEGORIES window appears.  
146  
˜
2.  
Press  
, select the desired category from the pop-  
ENTER  
The SPLIT function  
up menu list, then press  
.
There may be times when you wish to enter a single  
transaction that actually comprises several different  
components. For example, you may spend $100 in a  
department store. However, of that amount, $40 may have  
been spent on clothes, $25 spent on purchasing a gift and  
$35 for general household items. You may wish to  
categorize the clothing and gift purchases separately.  
The selected category is displayed in the CATEGORIES  
box.  
EDIT  
3.  
Press  
.
The EDIT CATEGORY window appears, with the selected  
category name.  
4.  
Make any necessary changes to the name, then press  
ENTER  
Creating a SPLIT transaction  
.
NEW  
to create a new Money Tracking  
transaction. Enter the information as for a regular  
transaction.  
1.  
2.  
3.  
Press  
The CATEGORIES window reappears, containing the  
edited category name.  
CANCEL  
to close the CATEGORIES window.  
5.  
Press  
Enter in the AMOUNT field the total amount of the  
transaction. Using the previous example this would be  
$100.00.  
7
Using Categories  
The most effective use of categories is through the Filter  
function. In this way, transactions in different accounts  
which may appear to be unrelated may be grouped into the  
same category. For example, this may be useful for tracking  
transactions in different accounts involving different payees,  
but which were all incurred within a specific project. The  
project name could be set up and used as the category for  
all project-related transactions, so that the Filter function  
could later be used to select only those transactions. This is  
also a valuable tool when transferring transactions between  
your Money Management software (Quicken®,  
˜
In the CATEGORY field, press  
{SPLIT} from the category list.  
and select  
#7-1-12 (shows pop-up)  
ENTER  
4.  
Press  
.
The SPLIT window appears.  
MS-Money®) and the OZ-5600.  
147  
+
If the category you want to use has not yet been  
defined, you can create a new category simply by  
typing in the new category name in the CATEGORY  
field. This applies whenever the CATEGORY field is  
used.  
#7-1-13  
The UNASSIGNED field shows the value within the total  
amount that has not yet been assigned to a split  
transaction.  
NEXT  
. Enter the second category AMOUNT  
7.  
Press  
NEXT  
field In this example, enter 35.00 and press  
.
The value of UNASSIGNED is 100.00, ie. the total amount  
appearing in the AMOUNT field.  
#7-1-16  
5.  
In the first AMOUNT field, enter the amount of the  
first category to be entered. In this example, we’ll  
enter the clothing first, so enter 40.00, then press  
The value in UNASSIGNED changes to 25.00.  
NEXT  
.
˜
8.  
In the second CATEGORY field, press  
and  
The value in UNASSIGNED changes to 60.00.  
select the category you use to track gifts. Press  
NEXT  
ENTER  
then  
.
#7-1-14  
9.  
In the third AMOUNT field, enter 25.00 and press  
NEXT  
.
The value in UNASSIGNED changes to 0.00.  
˜
6.  
In the first CATEGORY field, press  
and select  
˜
10. In the third CATEGORY field, press  
and select  
the category you use to track clothing purchases then  
ENTER  
the category you use to record household expenses  
ENTER  
press  
.
then press  
to close the list.  
#7-1-15  
#7-1-17  
148  
ENTER  
11. Press  
to store the SPLIT transaction details  
The UNASSIGNED field is displayed only during  
Edit mode. If you view an existing transaction  
containing a SPLIT field in View mode and access  
the Split information, no value for UNASSIGNED  
will appear.  
and proceed with completing the rest of the  
transaction.  
#7-1-18  
Automatic transfers  
One of Money Tracking’s most powerful and useful  
features is the Transfer facility. Sometimes, you may wish  
to transfer funds from one of your accounts to another.  
This single transaction actually involves one account being  
debited, and another account being credited by the same  
amount.  
+
If the total amount given in the AMOUNT field of  
the Money Tracking transaction is not equal to the  
sum of the split amounts (ie. some split amount  
details have not been entered), the outstanding  
amount will be added automatically to the next  
available Split field, but with no category given. A  
warning message will advise you of this, and  
suggest that you check the Split information.  
For example, if you pay your monthly credit card bill by  
check, this involves a debit from your checking account for  
the payment amount, and a corresponding credit to your  
credit card account. Using the transfer facility, the Money  
Tracking application can automatically credit your credit  
card account when you create the transaction in the  
checking account. This not only saves you extra work, but  
also ensures that the amount of the two corresponding  
transactions are identical, thus eliminating troublesome  
discrepancies which could later interfere with successful  
account balancing and reconciliation.  
7
The Split function supports up to 10 amount/  
categories. If there is an amount outstanding when  
less than ten split entries have already been made,  
the outstanding amount is added to the last entry  
automatically and a warning message is displayed  
advising the user to check the entry.  
If there is an unassigned amount outstanding when  
ten entries have already been made, a warning  
message appears and the user is forced to resolve  
the discrepancy before the transaction can be  
stored.  
Account transfers always consist of a source account  
transaction, which is created by the user, and a matching  
transaction for a destination account.  
149  
Whenever a new account is created in the Money Tracking  
application, a special category is automatically created  
specifically for account transfers. Such categories are  
indicated by square brackets, ie. if you define an account  
called CHECKING, a category [CHECKING] is created  
automatically.  
The new transaction window appears, with CHECKING as  
the ACCOUNT NAME.  
3.  
4.  
5.  
Select PAYMENT in the TYPE field, and all of the  
other fields as usual, except the CATEGORY field.  
Enter 250 for the AMOUNT and move to the next  
field.  
A transaction can be created automatically when the  
destination account is given in the CATEGORY field (eg.  
[CHECKING]). The user is asked whether a corresponding  
destination transaction should be created automatically. If  
the source transaction is a debit, the destination transaction  
created automatically will be a credit, and vice versa. When  
the destination transaction is created, the text  
˜
In the CATEGORY field, press  
and select the  
[MasterCard] category from the list (note the square  
ENTER  
brackets), then press  
to close the list.  
#7-1-19  
“TRANSFERRED DATA” appears in the MEMO field.  
The following example assumes that accounts called  
CHECKING and MASTERCARD have been created. If you  
enter the following transaction for a $250 check submitted  
as a credit card repayment, the Money Tracking  
application will automatically create a corresponding $250  
deposit into your credit card account:  
+
You cannot transfer data from and to the same  
account. For example, when you are entering a  
CHECKING account transaction, you cannot specify  
[CHECKING] as the category. If you do so, a warning  
message will appear, asking you to check the  
Category field.  
1.  
Press MONEY TRACKING repeatedly until you see  
the CHECKING account Index view.  
6.  
After ensuring that all other fields are entered as  
ENTER  
to store the transaction.  
+
If you pass the CHECKING account by mistake, press  
necessary, press  
2nd  
MONEY TRACKING to move through the  
accounts in the reverse order.  
A message then appears informing you that a  
corresponding destination transaction can be created in the  
transfer account.  
NEW  
to start a new Money Tracking  
2.  
Press  
transaction for that account.  
150  
Y
7.  
Press  
to confirm the transaction should be  
accounts in the reverse order.  
N
created (or  
to skip).  
The latest transaction will be the transfer transaction,  
showing the same PAYEE and the same amount, $250.  
However, while the original transaction was a payment, the  
transfer transaction’s amount is a DEPOSIT. Also, the  
MEMO field will contain the text “TRANSFERRED DATA”.  
The messages “Working...” followed by “Stored!” appear  
briefly. The transaction is then displayed in View mode.  
#7-1-20  
+
Although one of the transfer transactions is created  
automatically, the two transactions are treated as  
separate transactions and are not linked to each  
other. This means one transaction can be deleted  
without the other being affected.  
+
Note that the ACCOUNT NAME, TYPE, DATE,  
PAYEE, AMOUNT, CATEGORY and MEMO fields are  
assigned for the destination transaction. In addition, if  
the source transaction was marked as a Secret  
transaction, the destination transaction will be also.  
Making a transfer for a SPLIT transaction  
You can make a transfer for an amount within a Split field.  
Simply specify the destination transfer account as the  
category for the particular split entry amount you want to be  
transferred. The transfer itself works just as it would for a  
non-Split field.  
Remember that if you subsequently edit a source or  
destination transaction, the change will not be reflected  
automatically in the parallel transaction. To maintain the  
correspondence between the two transactions, you should  
manually edit the other transaction also.  
7
8.  
9.  
+
To check the automatically created transfer  
ENTER  
transaction, press  
for the source account.  
to return to the Index view  
#7-1-21  
Press MONEY TRACKING repeatedly until the Index  
view for the transfer account (which in this case was  
the CREDIT CARD account) appears.  
When you set or unset Secret status for a source or  
destination transaction, its corresponding destination or  
source transaction has the same change applied  
automatically.  
If you pass the desired transfer account by mistake,  
2nd  
press  
MONEY TRACKING to move through the  
151  
+
Since transactions cannot be retrieved once they are  
removed or deleted, you may want to store or back up  
the transactions before removing them by transferring  
them to a PC or even printing out the details.  
Account balancing & reconciliation  
The automatic account balancing and reconciliation  
functions are one of the Money Tracking application’s  
most powerful and useful facilities. It works by comparing  
the difference between an account’s (usually a checking  
account) starting and ending balances with the sum of the  
transactions (eg. checks and deposits) marked as cleared  
as recorded in the Organizer. If the amounts are the same,  
then all transactions have been accounted for and thus the  
account is reconciled. If there is a discrepancy, however,  
the user is alerted and must then specify what action  
should be taken to resolve the discrepancy.  
Performing account balancing  
Account balancing and reconciliation can be carried out  
once you have received your bank statement detailing the  
various checks and other transactions in that account.  
Account balancing is performed in two stages:  
A. Reconciling the account: Comparing the transactions on  
your Account Statement with the transactions in the OZ-  
5600 and marking them as CLEARED  
There are two main advantages to using Money Tracking  
B. Balancing the Account: Entering the ENDing BALance  
from your Statement and having the OZ-5600 calculate  
its ending balance and having them match.  
to perform account balancing and reconciliation:  
1.  
By identifying any discrepancies between the bank  
statement details and the cleared transactions stored  
in the Organizer, the Money Tracking application can  
ensure that the Organizer’s record of account  
Marking transactions as CLEARED  
1.  
From the ACCOUNT LIST, select the desired  
MENU  
transactions is complete, up-to-date and consistent.  
account, press  
and select ACCOUNT  
ENTER  
2.  
Once the account has balanced correctly, reconciled  
transactions can be removed from the Organizer  
while maintaining the correct account balance, thus  
freeing valuable memory and ensuring that only up-to-  
date transactions are stored in memory (thus  
preventing the excessive build-up of unnecessary  
information).  
BALANCING then press  
.
#7-1-22  
152  
2nd  
Y
You can also use the keyboard shortcut  
initiate ACCOUNT BALANCING.  
to  
The status of the transaction changes to “C” on the display.  
#7-1-23  
The STATEMENT BALANCES window appears. The  
START BAL field is the OPENING BAL of the account (as  
shown in the ACCOUNT LIST) plus the sum of all  
transactions marked as RECONCILED. Note that this field  
is calculated automatically, and cannot be modified by the  
user.  
Press  
again to cancel the status of a  
SMBL  
transaction already marked as CLEARED.  
2.  
In the END BAL field, enter the ending or closing  
balance as shown on the bank statement you have  
Postponing the ACCOUNT BALANCING  
procedure  
ENTER  
received, then press  
.
The account index view appears, showing the index view  
summary of all transaction (except those marked as  
RECONCILED, which are hidden). However, instead of the  
account balance being shown at the top right of the display,  
the text “[SMBL] to clear” appears.  
Once the ACCOUNT BALANCING command has been  
selected, the Organizer will remain in account balancing  
mode until either the account is balanced and the user  
selects FINISH BALANCING or postpones account  
balancing.  
7
'
§
+
Use  
and  
to view those details which cannot  
For example, if you begin to balance your account but then  
realize you don’t have all the information you need to  
balance the account or you are interrupted and need to  
postpone the process until later, you may do so by  
selecting POSTPONE BALANCING.  
fit on the screen at one time.  
3.  
Check each transaction in turn. If the details of any  
transaction are incorrect, select the transaction and  
EDIT  
press  
to update the details. If any transaction  
appears in the statement but not in the account list  
To postpone account balancing after the ACCOUNT  
BALANCING command has already been issued:  
NEW  
display, create it by pressing  
necessary details.  
and adding the  
MENU  
1.  
Press  
.
When you finish checking each transaction, mark it as  
CLEARED by selecting the transaction and pressing  
The Money Tracking menu appears. Note that the  
.
SMBL  
153  
ACCOUNT BALANCING command is faded out, indicating  
it cannot be selected.  
The Organizer then calculates the sum of the transactions  
marked CLEARED, and compares this to the difference  
between the START BAL and END BAL (given in page 153  
above).  
ENTER  
2.  
Select POSTPONE BALANCING and press  
.
2nd  
Y
You can also use the keyboard shortcut  
initiate POSTPONE BALANCING.  
to  
If there is no difference, this means the account has been  
balanced successfully. A congratulations message is  
displayed. (If a difference was detected, see “Handling  
unbalanced accounts” below.)  
+
If you Postpone balancing after already marking some  
transactions as Cleared, their Cleared status will be  
preserved when you reinitiate account balancing. The  
Cleared transactions will still be marked as Cleared.  
#7-1-23  
Balancing the account and reconciling the  
transactions  
ENTER  
to acknowledge this message.  
3.  
Press  
When you are satisfied that all data in the statement has  
been checked and all appropriate transactions marked as  
Cleared:  
The display returns to the Index view for the account. All  
transactions which were marked as CLEARED (C) are now  
marked as RECONCILED (R), indicating that they have  
been reconciled. The account balancing process is now  
complete.  
MENU  
1.  
Press  
.
The Money Tracking menu appears.  
ENTER  
2nd  
2.  
Select FINISH BALANCING and press  
R
You can also use the keyboard shortcut  
initiate FINISH BALANCING.  
to  
#7-1-24  
+
The commands FINISH BALANCING and  
POSTPONE BALANCING cannot be selected from  
the menu unless ACCOUNT BALANCING has  
already been carried out.  
154  
Y
2.  
Press  
to proceed with creating this special  
Handling unbalanced accounts  
N
transaction to balance the account (or  
an option from the list in step 2 above).  
to reselect  
When the sum of the cleared transactions does not equal  
the difference between the START BAL and the END BAL  
amounts, this means that the account is out of balance and  
the account’s transactions have not been correctly  
reconciled. The Organizer indicates this has occurred, but it  
is up to the user to locate and rectify the cause of the  
problem.  
+
When the adjustment transaction is created, all other  
fields in the transaction are blank, except for: DATE =  
(today’s date), ACCOUNT = (currently selected  
account), TYPE = (depends on whether the amount is  
credit or debit), CLEARED = “R”.  
A final message appears asking the user to confirm to  
creation of the adjustment transaction.  
If a difference was detected:  
A warning message is displayed to informing the user of the  
problem, together with the amount of the discrepancy.  
Y
3.  
Press  
balance the account (or  
from the list in step 2 above).  
to proceed with creating this transaction to  
N
to reselect an option  
ENTER  
1.  
Select the desired option and press  
:
The adjustment transaction is created automatically. A  
message of congratulations appears, informing the user  
that the account is now balanced.  
POSTPONE – returns to the account’s index view. All  
transactions are displayed. The Balancing operation is  
terminated.  
7
ENTER  
to acknowledge this message.  
4.  
Press  
RETURN TO BALANCING – returns the user to the  
account Index view to recheck the CLEARED transactions.  
The display returns to the Index view for the account. All  
transactions which were marked as CLEARED (C) are now  
marked as RECONCILED (R), indicating that they have  
been reconciled. The account balancing process is now  
complete.  
ADJUST BALANCE – the Organizer asks for confirmation  
that an adjustment transaction should be created. The  
PAYEE of the account is given as <ADJUSTMENT>, and  
the amount necessary to balance the account is shown in  
the AMOUNT field.  
155  
3.  
In the BEFORE field, enter the date before which you  
want to remove transactions. You can either enter the  
Removing transactions after account  
balancing  
˜
date directly from the keyboard or press  
and use  
the arrow keys to select the date from the pop-up  
NEXT  
Since the Organizer contains limited memory capacity, it is  
important to delete unwanted or out-of-date data from the  
Money Tracking application just as for other applications.  
However, one important advantage to having  
RECONCILED transactions is that they are probably no  
longer required, since they have all be successfully  
accounted for. The Money Tracking applications offers a  
useful facility of removing RECONCILED and/or other  
transactions after adding their total value to the existing  
OPENING BALance to create a new OPENING BALance.  
This opening balance will be used the next time account  
balancing is performed.  
calendar. Press  
.
+
Transaction on or after the date you specify in the  
BEFORE field will not be removed. For example, if  
you specify BEFORE 1/1/97, then transactions up to  
and including 12/31/96 will be removed.  
4.  
In the CONDITION field, specify the types of  
transactions you wish to remove, according to their  
ENTER  
status. Press  
.
Note the default is REMOVE RECONCILED.  
+
Note that while the removal of transactions maintains  
the correct overall account balance, this is completely  
different from deleting transactions, which causes the  
balance to be reduced accordingly.  
+
Since transactions cannot be retrieved once they are  
removed or deleted, you may want to store or back up  
the transactions before removing them by transferring  
them to a PC or even printing out the details.  
To remove transactions:  
When the Organizer is Locked  
1. Select REMOVE TRANSACTIONS from the Money  
ENTER  
Tracking application menu, then press  
.
Like most other applications within the Organizer, the  
Money Tracking application allows you to define certain  
information as Secret, so that it will be subsequently hidden  
when the Organizer is Locked. However, locking the  
Organizer causes certain changes to the Money Tracking  
application’s behavior. These changes are discussed  
below.  
The REMOVE TRANSACTIONS window appears.  
˜
2.  
In the ACCOUNT field, press  
and select the  
account in which you want to remove transactions, or  
select ALL to remove transactions from all accounts.  
NEXT  
Press  
.
156  
Transaction view  
This reminds the user that there may be hidden  
transactions whose balances are not available.  
When the Organizer is in its Unlocked state, any  
transactions that have been marked as Secret are marked  
with an asterisk in the top left corner of the display. When  
the Organizer is Locked, Secret transactions are hidden  
from view and therefore cannot be accessed at all.  
+
When the Organizer is Locked, all balances are given  
as ##,###,###.##, even if there are no transactions  
for that account that are actually marked as Secret  
and therefore hidden.  
The maximum amount that can be displayed in the balance  
field is 99,999,999.99. However, if the total balance  
exceeds this amount, an overflow occurs and the balance  
appears as **,***,***.** to indicate the total amount cannot  
be displayed.  
Account list  
When the Organizer is Locked, all account balances and  
the total balance shown on the ACCOUNT LIST are hidden.  
Instead, the balance is shown as ##,###,###.## appears.  
The account balances cannot be viewed until the Organizer  
is Unlocked.  
Deleting Money Tracking entries  
Also, certain operations on particular accounts are not  
allowed (such as editing or deleting). A warning message is  
displayed if they are attempted while the Organizer is  
locked. However, new accounts can be set up (by pressing  
Deleting transactions allows the user to erase unwanted  
transactions. Use REMOVE TRANSACTIONS to get rid of  
old transactions that were valid but are no longer required  
(usually after Account Balancing). Use DATA DELETION  
for a transaction that is not valid (eg. duplicate transactions,  
voided checks and transactions entered incorrectly or by  
mistake). When a transaction is deleted, its amount is  
deducted from the account balance, as if it never existed.  
But when a transaction is Removed, the account’s current  
balance does not change.  
7
NEW  
) and the full details entered.  
Transaction Index view  
This view shows summary details of individual transactions,  
after selecting a particular account from the account list.  
When the Organizer is Locked, any transactions which  
were previously marked as Secret are hidden from view.  
Since some transactions may be hidden, the total balance  
usually given at the top of the list cannot be given, and  
instead shows ##,###,###.## when the Organizer is locked.  
Deleting single entries  
1.  
In Index mode for the account, select the transaction  
to be deleted.  
157  
MENU  
2.  
Press  
ENTER  
, select DATA DELETION and press  
The message “Deleted!” appears briefly. The display is  
updated to show the appropriate entries have been deleted.  
.
The Data Deletion submenu opens.  
3. Highlight SELECTED ENTRY and press  
Deleting Filtered transactions  
ENTER  
.
When the Filter is turned on, only certain transactions  
(those meeting the current Filter selection criteria) are  
displayed. To delete only these filtered transactions:  
A confirmation message appears, asking if you are certain  
you want to delete the selected entry.  
MENU  
, select DATA DELETION and press  
.
1.  
Press  
ENTER  
Y
N
4.  
Press  
to delete (or  
to cancel the deletion).  
Y
If  
was pressed, the entry is deleted. The message  
The DATA DELETION submenu appears.  
2. Select ALL FILTERED ENTRIES then press  
A deletion confirmation message appears. Press  
“Deleted!” appears briefly. The display is updated by  
removing the deleted entry.  
ENTER  
.
+
You can also delete individual transactions easily by  
selecting the transaction in Index mode or displaying  
Y
to  
N
delete (or  
to cancel). The Filtered transactions are  
DEL  
it in View mode, then pressing  
.
deleted from the Organizer. The message "Deleted!"  
appears briefly. The Index view for the account is  
displayed, showing that the Filtered transactions have been  
deleted.  
Deleting all transactions within an account  
1. From the Index view of the corresponding account,  
MENU  
press  
ENTER  
, select DATA DELETION and press  
+
This command is only available when the Filter is in  
effect. The Filter function is automatically canceled  
when Filtered transactions are deleted by the above  
procedure.  
.
The Data Deletion submenu opens.  
2. Select ALL IN SELECTED ACCOUNT and press  
ENTER  
.
Deleting all transactions  
MENU  
, Select DATA DELETION and press  
A deletion confirmation message is displayed.  
1.  
Press  
ENTER  
.
Y
3.  
Press  
to delete all the transactions in the  
N
account (or  
to cancel without deleting).  
158  
The DATA DELETION submenu is displayed.  
Deleting all Money Tracking accounts  
ENTER  
2.  
Select ALL TRANSACTIONS and press  
.
This command is used to delete all Money Tracking  
accounts and any transactions they contain. If you issue  
this command, you will lose all your Money Tracking  
information.  
A confirmation message appears to ask if you are certain  
you wish to delete all the transactions.  
Y
N
3.  
Press  
to confirm or  
to cancel the operation.  
MENU  
, Select DATA DELETION and press  
.
1.  
Press  
ENTER  
Y
If  
was pressed, the message “Deleted!” appears briefly  
and all transactions are deleted.  
The DATA DELETION submenu appears.  
Deleting all categories  
2. Select ALL MONEY TRACKING FILES and press  
ENTER  
.
You can delete all Money Tracking categories if they are  
not being used by transactions entries.  
A confirmation message appears asking if you are certain  
you want to delete all Money Tracking files (accounts).  
MENU  
, select DATA DELETION and press  
.
1.  
Press  
ENTER  
Y
N
3.  
Press  
to delete or  
to cancel the operation.  
7
Y
The DATA DELETION submenu appears.  
If  
was pressed, all Money Tracking accounts,  
transactions and Categories are deleted.  
ENTER  
2.  
Select ALL CATEGORIES and press  
.
A deletion confirmation message appears.  
Y
N
3.  
Press  
to proceed with deletion (or  
to  
cancel).  
All preset and user-defined categories are deleted.  
+
Note that Categories cannot be deleted if they are  
currently being used by transaction entries.  
159  
Money Tracking application menu  
Lists existing accounts and  
allows accounts to be added or  
updated.  
Allows Categories to be  
added, edited, selected and  
deleted, and preset categories  
to be reloaded.  
Commences account  
balancing by allowing  
transactions to be marked as  
Cleared.  
Determines whether account is  
in balance and if so, marks  
cleared transactions as  
Reconciled.  
Cancels account balancing  
until a later time but preserves  
changes already made.  
Deletes transactions marked  
as Reconciled after account  
balancing but while  
maintaining total balance.  
Selects the specific entries for  
deletion (see p.157).  
160  
CHAPTER 8  
Features and Utilities for Added Power  
Copying or Moving Blocks of Text  
The Organizer lets you cut, copy, or paste blocks of text.  
The first step in cutting, copying, and pasting is to select  
the block of text you want to work with.  
n addition to its basic functions, the Organizer  
also provides an wide range of utilities and  
features to give you even greater control over  
I
your information. This chapter introduces and  
describes these features, which include text  
cutting, copying, and pasting, filtering of selected  
entries, and many more. Most people will not  
need to use all of these features on a daily basis.  
You can pick and choose from among them to  
find the features that best suit your current task  
and your own way of working.  
Text that has been cut or copied is stored on the unit’s  
internal clipboard. Only one block of text can be stored in  
the clipboard at a time, and it will remain there until a new  
block of text is cut or copied. There is no limit to the number  
of times you can paste the same text from the clipboard.  
You can copy or move blocks of text in virtually any  
application.  
1.  
Select an entry in its application’s Index mode then  
display it in Edit mode.  
In general, all of the Organizer’s applications  
share the features explained in this chapter,  
while exceptions are clearly noted.  
2.  
Make sure the cursor is placed at the start of the text  
you want to select.  
8
3.  
Hold  
down while moving the cursor across the  
desired text to select it.  
2nd  
CUT  
to move the selected text to a new  
4.  
Press  
location (ie. remove it from its original location).  
2nd  
COPY  
Press  
if you want to make a copy of the text  
(and leave the original text unchanged).  
The selected text is stored in the clipboard.  
161  
ENTER  
if you want to store the original entry  
5.  
Press  
with any changes you have made (including moving  
CANCEL  
Copying or Moving Entries  
or copying the selected text), or press  
discard all the changes you have made to the original  
CANCEL  
to  
The CUT/COPY/PASTE operations provide a quick,  
convenient way for you to copy or move an entire entry to  
another location. Entries do not have to be in the same file  
or even in the same application, since CUT/COPY/PASTE  
work across virtually all applications.  
entry. Note that even if you press  
, the text  
you selected will remain in the clipboard for you to  
use.  
6.  
7.  
Move the cursor to the location where you want to  
place the text, either within the same entry or in  
another entry.  
1.  
Select an entry that you want to copy or move in  
Index mode.  
2nd  
CUT  
2.  
Press  
if you want to move the entry. A  
2nd  
PASTE  
Press  
.
message will ask if you are sure you want to delete  
Y
the entry from its present location. Press  
to  
The text you selected is now pasted into the new location.  
N
proceed (or  
to cancel the operation).  
ENTER  
to store the amended entry with the  
8.  
Press  
2nd  
COPY  
Press  
if you want to make a copy of the entry.  
in the application you want to move or  
pasted text.  
NEW  
3.  
Press  
+
Pasted text is inserted into existing text regardless  
of whether the insertion or overwriting mode is  
selected. However, by highlighting some text  
copy the entry to. You can also append the copied/cut  
entry to an existing entry. Open an entry in Edit mode,  
and move the cursor to the position where you want  
to append the entry.  
2nd  
PASTE  
before pressing  
, it can be replaced  
with the pasted text. Thus you can easily replace  
one block of text with another by highlighting it  
before pasting.  
2nd  
PASTE  
4.  
5.  
Press  
.
Make any necessary changes to the moved/copied  
entry. Press  
have finished.  
Pasted calculations can be performed in the Calc  
application. However, only numbers and operators  
can be pasted in the Calc application. Any text that  
is pasted will be ignored.  
ENTER  
to store the entry when you  
The entry you selected is now moved or copied to the new  
location.  
162  
+
In the Outline application’s Edit mode, to copy or  
move an entire outline, you must begin by selecting  
its title.  
The Time Stamp and Date Stamp Functions  
The time and date stamp functions can be used to insert or  
stamp the current time and date anywhere in an entry,  
including time/date fields in applications such as Schedule  
and To Do. This is very convenient for keeping track of  
such things as telephone conversations or when tracking  
expenses, as it saves you the trouble of finding out the  
time/date and entering them manually.  
If you select a topic in the outline, only the selected  
topic and its subtopics will be copied.  
1.  
When working in an application’s Edit mode, place the  
cursor at the location where you want to insert the  
time or date.  
2nd  
2nd  
T
D
2.  
Press  
to insert the time, or  
to  
insert the date, or both. When you store the entry, the  
time and date stamps will be stored with it.  
8
#8-3-1 Display  
+
Time and date stamps inserted into an entry are  
included in any printout of the entry.  
163  
2.  
Press NEW  
.
The Word Key  
A NEW WORD window opens.  
You may sometimes find yourself having to enter the same  
word over and over again in letters or lists, for example or  
you may have several memos or letters you have to write  
#8-4-2 Display  
WORD  
that are all on the same topic. Using the  
key, you  
can easily insert words, names, numbers, and phrases (up  
to 32 characters long) in an entry with just the press of a  
key.  
3.  
Enter any word, name, number, or phrase (up to 32  
characters) that you want to be able to recall using  
the Word key.  
Defining your words or phrases  
ENTER  
4.  
5.  
Press  
.
There are no default words assigned to the Organizer’s  
WORD  
key function, so you must first define your own  
Repeat steps 2 to 4 above to define any other words  
you might like to insert into a document either now or  
words or phrases.  
WORD  
in the future using  
.
MENU  
1.  
Press  
three times to open the TOOLS menu.  
ENTER  
Select SET UP WORD KEY and press  
.
Words are stored alphabetically.  
A list appears which is used to define your own words or  
phrases. The list will be empty when you use the function  
for the first time.  
CANCEL  
6.  
Press  
when you are finished.  
Inserting a word or phrase  
1.  
When entering or editing an entry in Edit mode, place  
the cursor where you want a word to be entered.  
#8-4-1 Display  
WORD  
2.  
Press  
.
The word list window opens, showing an alphabetical list of  
all the words that have been previously defined.  
164  
3.  
4.  
Select the particular word you want to insert. Press  
The Filter Function  
PREV  
NEXT  
to display more words if necessary.  
or  
ENTER  
The Organizer’s Filter function allows you to selectively  
access only those entries containing particular information  
in an application. The Filter function does this by hiding all  
entries that do not match specified criteria from all the  
display modes of an application until the Filter is turned off.  
Press  
.
The word is inserted at the cursor position.  
Editing a word or phrase  
You can edit a word or phrase using a similar procedure to  
adding a word or phrase (see above), but instead of  
You can edit the displayed entries normally while the Filter  
is turned on.  
NEW  
pressing  
the word in the list you want to edit and press  
EDIT WORD window then opens. Make any desired  
to open the NEW WORD window, select  
The Filter function is available only in the Schedule,  
Money Tracking, Memo, Tel, and User File applications.  
EDIT  
. An  
ENTER  
changes and press  
. After the change has been  
CANCEL  
stored, press  
to close the window.  
Turning the Filter on  
1.  
Open the application containing the entries you want  
to work with. Go to Index mode.  
Deleting a word or phrase  
If you find that you no longer need a particular word or  
phrase, it is easy to delete it. Select SET UP WORD KEY  
from the TOOLS menu, highlight the word or phrase you  
MENU  
2.  
Press  
menu, select SET FILTER STATUS, then press  
ENTER  
twice to display the PREFERENCES  
8
.
DEL  
want to delete, and press  
. A confirmation message  
In the Tel and User File application, a window opens for  
the user to enter the appropriate selection criteria, as  
shown below:  
appears asking if you are sure you want to delete the  
Y
N
selected word or phrase. Press  
CANCEL  
(or  
to cancel the  
deletion). Then press  
to close the window.  
#8-5-1 Display  
165  
In the Schedule, Money Tracking and Memo applications,  
a window opens for the user the enter a date range and/or  
description as the selection criteria, as shown below:  
Schedule, Money Tracking and Memo entries.  
ENTER  
6.  
Press  
.
The application returns to Index mode, but now only those  
entries that meet the Filter’s selection criteria are displayed.  
Within the PREFERENCES menu, SET FILTER STATUS is  
now displayed with a 3 to indicate that the Filter function is  
turned on.  
#8-5-2 Display  
2nd  
4.  
Press  
to check the SECRET ONLY box  
If no matching entries are found, a message indicates this.  
and extract secret entries only (see p.186). (This box  
will not be displayed if the Organizer is locked.) You  
can extract all the secret entries in the application by  
skipping step 5 below.  
+
If a new entry is made or an entry is transferred from  
another device while the Filter function is on, the entry  
will be displayed even though it may not meet the  
criteria. If you want to remove these new entries, first  
turn the Filter function off then repeat the above  
procedure.  
2nd  
(Press  
again to deselect the feature.)  
5.  
Enter the information you want to use as the filter’s  
selection criteria.  
Turning the Filter off  
In the User File or Tel application, enter any keywords for  
the fields defined for that user file. The more fields you  
enter keywords for, the more selective the filtering process  
will be.  
To turn off the Filter function, deselect SET FILTER  
STATUS in the PREFERENCES menu.  
Deleting filtered entries  
In the Schedule, Money Tracking and Memo applications,  
you may specify a range of dates as well as a keyword. To  
do so, enter the FROM and TO dates by either typing the  
dates in the respective fields or selecting the dates using  
The Filter function also makes it possible to delete a group  
of entries related to one or several topics. This can be  
extremely useful, for example, if you complete a project that  
has several entries relating to it, saving you time by  
deleting them as a group instead of individually.  
˜
and the arrow keys. Any keyword(s) you wish to  
specify must appear in the DESCRIPTION field of the  
166  
In the Schedule, Money Tracking, Memo, Tel, or User  
File applications:  
Special Characters  
The Organizer has a list of 159 symbols and accented  
characters, such as “&”, “?”, and “/”. These symbols and  
accented characters can be easily accessed and inserted  
into an entry. Selecting any of these special characters  
inserts it at the cursor’s current location.  
1.  
Turn on the Filter using keywords to collect the entries  
you want to delete.  
MENU  
2.  
Press  
to display the application menu, select  
ENTER  
DATA DELETION then press  
.
A submenu appears.  
3. Select ALL FILTERED ENTRIES then press  
1.  
When entering data or editing an entry in any  
application in Edit mode, position the cursor where  
you want to insert a symbol or special character.  
ENTER  
.
A message appears asking you to confirm you want to  
delete all filtered entries from the application.  
SMBL  
2.  
Press  
on the keyboard.  
The Symbol window appears.  
Y
N
4.  
Press  
(or  
to cancel the procedure).  
All the filtered entries are deleted and the Filter function is  
turned off.  
#8-6-1 Display  
8
PREV  
NEXT  
until you see the character  
3.  
4.  
Press  
or  
˜
§
'
you want to enter, then use  
select it.  
to  
ENTER  
Press  
to use the selected symbol.  
The symbol window closes and the selected character is  
entered at the current cursor position.  
5.  
If the symbol you just selected is an accent mark (¨, ^,  
`, ´, ˜, ° or _ ), it will flash on the display. Type the  
letter for which you want that accent mark to be used.  
167  
+
When you next open the Symbol menu, the  
character you selected will be selected again as  
the default.  
When printing an entry containing symbols, certain  
symbols and characters may not be printed if they  
are not supported by your printer. Consult your  
printer manual for detailed information on character  
support.  
You can use the following keyboard shortcuts:  
Accent  
Keyboard shortcut (followed by the  
desired letter)  
2nd  
2nd  
2nd  
2nd  
2nd  
L
J
˜
`
´
¨
ˆ
K
B
N
168  
CHAPTER 9  
Using the Optional Peripherals  
The Peripherals Menu  
Sets up data exchange with  
PCs (see p.180).  
our Organizer is a powerful pocket-  
size computer with built-in functions  
Prints entries in an  
application (see p.170).  
#9-1-1 Display  
that make it possible to accomplish a  
Y
Transfers data with other OZ-  
5600 Organizers (see p.174).  
broad range of tasks, including printing. It has  
the flexibility to connect to other Organizers and  
transfer data to desktop computers using data  
transfer facilities, which are accessed through  
the PERIPHERALS menu. This chapter provides  
descriptions and examples to get you up and  
running quickly with these powerful features.  
Selects the printer type (see  
p.170).  
Selects a ”generic” printer  
type/character set and the  
paper type (see p.171).  
Configures data transfer to/  
from other OZ-5600  
Organizers via infrared port  
or cable (see p.174).  
9
169  
The Organizer supports the Proprinter X24E only. Printers  
that emulate other Proprinter models may not function  
properly.  
Printing from the Organizer  
The Organizer offers a wide range of printing options,  
ranging from the current contents of the display to  
individual entries to all the entries within an application. The  
actual printing options available depend on which particular  
application you are using.  
To print from the Organizer to a printer, the optional  
SHARP CE-IR1 wireless interface is required, as well as a  
standard computer printer cable. See the CE-IR1 operation  
manual regarding use with a printer.  
Entries and information can be printed on any standard  
parallel PC printer connected to the Organizer via the  
optional CE-IR1 wireless interface. The Organizer has built-  
in printer drivers (a printer driver is a special program that  
tells a particular type of printer how to format and print data  
correctly) for the following printers:  
Hardware compatibility between the printer and the CE-IR1  
may affect printing capability.  
Setting printer emulation  
MENU  
four times to open the PERIPHERALS  
1.  
Press  
menu.  
Canon BJ-10e Series  
IBM Proprinter Series  
Epson FX-80, FX-850 and LQ-510  
Hewlett Packard LaserJet II and III Series  
#9-1-2 Display  
The Organizer also works with printers that can emulate  
any of the above printers (consult your printer’s manual  
regarding the emulation modes it supports). For information  
about other specific models supported by the Organizer,  
consult your local SHARP dealer.  
2.  
Select SET PRINTER EMULATION and press  
ENTER  
.
The printer emulation menu appears.  
The following restriction also applies for the Proprinter  
Series:  
#9-1-3 Display  
170  
3.  
Select your printer type or one that your printer  
emulates (refer to your printer’s manual regarding the  
emulation modes it supports).  
1.  
2.  
+
Open the display that you want to print.  
2nd  
P
Press  
.
Press ON at any time to cancel printing.  
+
If your printer does not support any of the printer  
models listed, select [MORE EMULATIONS] and  
OTHER (US CHARACTERS) to print U.S. character  
codes or OTHER (INTERNATIONAL) to print other  
character code sets. The OTHER settings make use  
of the Organizer’s built-in universal printer driver  
which may work for your printer. In addition, because  
of differences in the way data sent by the Organizer is  
converted to characters on the printer, information in  
the final printed copy may not appear exactly as it  
does in the Organizer.  
Printing a single entry  
1.  
Select the entry that you want to print in Index mode  
or display it in View mode.  
2nd  
SEND  
2.  
Press  
.
+
Press ON at any time to cancel printing.  
If you are in an application other than Memo or  
Outline, you may have to remove the paper  
manually after printing (ie. no automatic form feed  
is sent). However, if you are using Hewlett Packard  
LaserJet Series printer, the paper will feed  
automatically after printing.  
To print secret entries, the Organizer must first be unlocked  
(see p.187). If you try to print a group of entries or all  
entries when the Organizer is locked, only the non-secret  
entries will be printed.  
You can also print single entries using the  
PERIPHERALS menu. After selecting or displaying  
the entry, select PRINT from the menu, then  
SELECTED ENTRY (or SELECTED OUTLINE) from  
the submenu.  
Entries are printed in the same format as for their Edit  
mode. For example, a collapsed Outline entry would be  
printed without its hidden subtopics, etc.  
9
Printing the current display  
Printing a specified group of To Do entries  
Virtually any display on the Organizer can be printed as it  
appears, with the exception of the confirmation prompt  
(Yes/No) displays, and other information messages.  
In the To Do application, you can also print entries that  
match specific selection criteria that you decide.  
171  
In the To Do application:  
Printing all entries  
MENU  
ENTER  
1.  
2.  
Press  
, select VIEWS then press  
.
All entries in an application (or in a selected file in the Ann,  
Tel and User File applications) can be printed.  
Select TO BE DONE ITEMS, DONE ITEMS,  
MONTHLY GOALS, or BY CATEGORY for a category  
containing the entries you want to print then press  
To print all entries in an application:  
1.  
Open the application containing the entries you want  
to print.  
ENTER  
.
In the Schedule, Tel and User File applications, make sure  
that the Filter function is turned off (see p.166).  
MENU  
four times to display the  
3.  
Press  
PERIPHERALS menu, select PRINT, then press  
ENTER  
MENU  
four times to display the  
2.  
Press  
PERIPHERALS menu, select PRINT then press  
ENTER  
Select ALL [application name] ENTRIES and press  
ENTER  
.
4.  
Select ALL IN CURRENT VIEW, then press ENTER  
.
.
3.  
+
Press ON at any time to cancel printing.  
.
Printing Schedule entries for specific periods  
To print all entries in a file in the Ann, Tel or User File  
application,  
CALENDAR  
to start the application.  
1.  
2.  
Press  
1.  
2.  
3.  
Open the application containing the file you want to  
print and select the file.  
Select the date containing the entries you want to  
print, or a date that is included in the weekly or  
monthly period of entries that you want to print.  
MENU  
Press  
ENTER  
four times, select PRINT then press  
.
MENU  
four times to display the  
3.  
Press  
PERIPHERALS menu, select PRINT then press  
ENTER  
For the Ann application:  
Select ALL ANN1 BY DATE or ALL ANN2 BY DAY  
then press  
.
ENTER  
.
For the Tel or User File application:  
Select ALL [file name] ENTRIES then press  
4.  
Select ALL IN SELECTED DAY/WEEK/MONTH and  
press ENTER  
.
ENTER  
.
+
Press ON at any time to cancel printing.  
+
Press ON at any time to cancel printing.  
172  
can back up your information to guard against losing it, or  
copy information so that you or someone else can work  
with it on another device. A summary of transfer devices,  
transferable data, and tasks to which a transfer device is  
most suited is provided in the table below.  
Transferring Data  
There are several ways to transfer information – whether  
specific entries or entire files – between the Organizer and  
other information processing devices, including personal  
computers and other SHARP Organizers. In this way, you  
Transferable data and  
direction of transfer  
(: sent from 5600,  
Transfer device  
Peripherals required  
Most suitable task  
: received in 5600)  
Another OZ-5600  
Organizer, OZ-5500,  
OZ-6500, ZR-5000  
and OZ-9000 series  
Organizer (See p.174  
and p.176)  
Single entries, entire files/  
applications  
None for infrared transfers;  
CE-315L for cable transfers  
Exchanging data with other OZ-5600  
Organizers, OZ-5500, OZ-6500, ZR-5000  
and OZ-9000 series Organizers  
Personal computer  
(See p.180)  
Single entries, entire files/  
applications  
Software* + CE-IR2 or  
compatible Organizer link  
cables or CE-137T + RS-232C  
interface cable  
Backup, archiving, printing and emulation  
of the Organizer on a computer.  
9
*
Depending upon the SHARP or third-party software you are using, some features and capabilities may vary.  
can be sent. However, the Notebook application on some  
The auto power off function (see p.50) is disabled in  
+
other models corresponds to the Memo application on the  
all transfer modes.  
OZ-5600 Organizer.  
When transferring data from other models, only entries in a  
mode (application) supported on the OZ-5600 Organizer  
173  
No peripheral devices are required to transfer data  
via the infrared port. However, infrared transfers  
are easily affected by ambient conditions which  
may interfere with this type of transfer. Connecting  
the two units directly using the optional CE-315L  
cable will ensure a more reliable transfer. See  
p.176.  
Transferring between OZ-5600 Organizers  
Data can be transferred directly between two OZ-5600  
Organizers via the infrared port. Single entries or all the  
entries in an application can be transferred in the  
Schedule, To Do, Ann, Memo, Money Tracking and  
Outline applications; and single entries or all the entries in  
a file can be transferred in the Tel and User File  
applications.  
Initial set-up  
There is no special hardware set-up involved in infrared  
transfers. And if you only want to transfer single entries  
The transfer procedure differs according to whether single  
entries or complete files are to be transferred.  
GET  
SEND  
, there is no software set-up either:  
using  
and  
+
Press ON at any time to interrupt and cancel a  
all you have to do initially is set up the units properly so  
they use the same path (step 4 below). For all other  
infrared transfers, follow the procedure below.  
transfer.  
After a transfer, the display returns to the  
application being used before the transfer  
procedure was begun.  
MENU  
four times on both units to open the  
1.  
Press  
PERIPHERALS menu.  
Data received from another Organizer is  
automatically assigned to the Organizer’s IN BOX  
so that it can be checked before being moved to  
the appropriate application (except Money  
Tracking data, which is stored directly in the  
Money Tracking files).  
ENTER  
2.  
Select SET UNIT TO UNIT PATH and press  
.
A submenu opens.  
3.  
Select VIA INFRARED  
PORT and press ENTER  
.
4.  
Place the two Organizers so  
that their infrared ports are  
acing each other and are no  
more than 80 cm apart.  
In the Tel or User File applications, the contents of  
fields that have not been set up in the receiving file  
cannot be transferred. Also, if the type of a field is  
different in the two units, the information cannot be  
transferred.  
174  
GET  
+
During transfers, do not leave the cover more than  
three-quarters open or it will interrupt the infrared  
transfer.  
3.  
4.  
Press  
Press  
on the receiving Organizer.  
on the sending Organizer.  
SEND  
The selected entry is transferred and appended to data in  
the appropriate application.  
When transferring entire applications or files, or  
entries marked as secret, both Organizers must be  
unlocked (see p.187).  
You can also transfer single entries using UNIT TO  
UNIT TRANSFER in the PERIPHERALS menu. In  
step 3, after opening the same application as on the  
sending Organizer, select GET DATA (APPEND) on  
the receiving Organizer. Then, in step 4, select SEND  
SELECTED ENTRY on the sending Organizer.  
Avoid direct sunlight.  
Keep the infrared port clean with a soft, dry cloth.  
Dust on the port could cause a transfer to fail.  
Although infrared transfer requires no special  
hardware, it is easily affected by ambient  
Transferring all entries in an application  
conditions and other factors such as external light,  
weak batteries, large transfer distance, transfer  
angle, etc. As a result, while infrared transfer is  
very convenient, there is a strong likelihood of data  
transfer failure, incomplete data transfer (missing  
data) or other errors occurring. It is therefore  
recommended that you check the received data  
thoroughly after making an infrared transfer.  
With the exception of the Tel and User File applications, all  
entries in any application can be transferred. In Tel and  
User File, all entries in particular files can be transferred.  
1.  
2.  
3.  
Turn on both Organizers.  
Open the same application on each Organizer.  
9
MENU  
On the receiving Organizer, press  
to open the PERIPHERALS menu. Select UNIT TO  
ENTER  
four times  
Transferring single entries  
UNIT TRANSFER and press  
A submenu opens.  
.
Single entries can be transferred in all applications.  
1.  
2.  
Turn on both Organizers.  
On the sending Organizer, select the entry you want  
to send.  
#9-2-2 Display  
175  
4.  
5.  
Select GET DATA (APPEND), and press ENTER  
.
4.  
5.  
Turn on both Organizers.  
MENU  
Press  
four times to display the  
MENU  
On the sending Organizer, press  
four times  
PERIPHERALS menu.  
to open the PERIPHERALS menu. Select UNIT TO  
ENTER  
UNIT TRANSFER, and press  
A submenu opens.  
.
6.  
Select SET UNIT TO UNIT PATH, then press  
ENTER  
.
7.  
Select VIA DIRECT CABLE then press ENTER  
.
6.  
Select SEND ALL IN THIS MODE, or SEND ALL IN  
THIS FILE in the Tel and User File applications.  
+
To conserve battery power, disconnect the cable  
as soon as a transfer is completed.  
All entries in the application or in the selected file are  
transferred.  
GET  
SEND  
keys are used only for  
The  
and  
infrared transfers, not for cable transfers. You must  
use the PERIPHERALS menu to transfer data via  
+
If the Filter function is turned on while using Tel or  
User File, select SEND ALL IN THIS MODE if you  
want only the filtered entries to be transferred.  
GET  
SEND  
keys always  
cable. Using the  
and  
initiates an infrared transfer, regardless of the  
selection for SET UNIT TO UNIT PATH or whether  
or not the cable is connected.  
For more reliable data transfer, you can connect two OZ-  
5600 Organizers using the optional CE-315L cable.  
8.  
Transfer the data by following the same menu  
procedure as for the infrared transfer shown on p.175.  
To set up the Organizers for data transfer via direct cable:  
1.  
2.  
Turn off both Organizers.  
Exchanging data with other Organizers  
Open the cover of the 15-pin cable jack on each  
Organizer.  
You can send information to and receive information from  
ZR-5000, OZ-5500, OZ-6500 or 9000-series Organizers.  
However, the OZ-5600 cannot handle graphic data from  
other Organizer models. This type of transfer requires the  
optional CE-315L cable if you choose not to use the  
Infrared (IR) transfer.  
3.  
Plug each end of the  
cable into the jack  
on each Organizer.  
Initial set-up  
1.  
Turn off both Organizers.  
176  
2.  
3.  
+
Open the cover of the 15-pin cable jack on each  
Organizer.  
A message appears, informing you that the Organizer is  
attempting to make a connection and receive data from the  
sending unit.  
Plug each end of the cable into the cable jack on each  
Organizer.  
4.  
On the sending unit:  
MENU  
and select PERIPHERALS. Select UNIT TO  
To conserve battery power, disconnect the cable as  
soon as a transfer is completed.  
Press  
UNIT TRANSFER, then select the preferred SEND option.  
Repeat the steps above for all applications you want to  
import to your Organizer.  
Transferring data  
1.  
2.  
Turn on both Organizers.  
+
Notebook entries from Organizers other than the  
OZ-5600 will be transferred to the Memo  
application. All other matching applications will  
share the same name.  
On the OZ-5600 Organizer, open the application in  
which you want to receive the data.  
Only data corresponding to the application selected on the  
receiving Organizer will be transferred (regardless of which  
applications were selected on the sending unit).  
There are some other restrictions. See p.181.  
Since the Memo application does not support  
formatting (tabs, indents, etc.) and styles (bold,  
italics, etc.), such information contained in entries  
received from other Organizer models will be  
ignored and lost.  
In the Tel and User File applications, use the menu to  
switch to the correct destination file.  
3.  
On the OZ-5600 Organizer:  
MENU  
9
Press  
menu.  
four times to open the PERIPHERALS  
On the OZ-5600 Organizer, all applications that  
allow entry of text providen automatic word  
wrapping at the end of each line. However on  
6500 and 9000-Series Organizers, this is not  
supported. As a result, any entries transferred  
between these models and the OZ-5600 may be  
displayed differently in the corresponding  
applications to the original versions.  
Select UNIT TO UNIT TRANSFER and press ENTER  
.
A submenu opens.  
Select GET DATA (APPEND) and press ENTER  
.
177  
Single entries or entire files can also be transferred  
between a OZ-5600 and a ZR-5000, OZ-5500, OZ-  
6500 or 9000-series Organizer via the infrared link.  
The IN BOX and IN BOX VIEWER  
Any entries transferred to the Organizer are stored in their  
corresponding applications and also listed in a special  
location called the IN BOX. The IN BOX VIEWER allows  
you to see the application and title of each entry that has  
been received, and to decide whether you want to keep or  
delete each entry.  
The procedures for this transfer are essentially the same as  
those given in the preceding sections on the OZ-5600 side.  
Refer to the operation manuals for the ZR-5000, OZ-5500,  
OZ-6500 or 9000-series Organizers to set up these devices  
for data transfer.  
Removing entries from the IN BOX  
Since entries received via data transfer are stored in their  
corresponding applications and listed in the IN BOX, you  
should remove each item from the IN BOX if you decide  
you want to keep the transferred entry.  
To use the IN BOX VIEWER:  
MENU  
three times to display the TOOLS  
1.  
Press  
menu.  
ENTER  
2.  
Select IN BOX VIEWER and press  
.
The IN BOX is displayed. Each item listed in the IN BOX  
corresponds to an entry that has already been stored in the  
application indicated by the displayed symbol.  
3.  
Select any specific entry you want to remove, the  
MENU  
press  
.
4.  
To remove a specific entry: select REMOVE THIS  
ENTRY and press ENTER  
.
178  
To remove all entries in the IN BOX: select  
REMOVE ALL ENTRIES and press ENTER  
The IN BOX VIEWER displays the entries you filed in Index  
mode, with a symbol to identify the application each entry  
belongs to.  
.
To delete all entries from the IN BOX and from  
their corresponding applications: select DELETE  
ALL ENTRIES and press ENTER , then confirm you  
want to permanently delete the entries from the  
Organizer.  
+
To transfer the entries in the IN BOX to another  
MENU  
Organizer, press  
, select SEND ALL  
ENTRIES VIA IR and press ENTER  
.
Assigning entries to the IN BOX from  
applications  
You can easily send entries from a variety of applications to  
the IN BOX, so that you can transfer them to another  
Organizer in a single operation.  
1.  
Select an entry to be transferred in Index mode or  
display it in View mode.  
2nd  
F
2.  
Press  
.
A copy of the entry is sent to the IN BOX (the original entry  
remains unaffected). The message “Filed!” appears briefly.  
9
3.  
Repeat the above steps for any other entries in other  
applications to be sent to the IN BOX.  
MENU  
4.  
Press  
three times to display the TOOLS  
menu. Select IN BOX VIEWER and press ENTER  
.
179  
2nd  
MENU  
You can also press  
LINK.  
to access the PC-  
Exchanging Information with a Personal Computer  
Using SHARP’s optional Organizer Link software and cable  
package or certain third-party software packages, you can  
exchange data with a personal computer. Certain software  
will allow you to exchange data with a personal computer  
via the Organizer’s infrared port using the optional CE-IR2  
wireless interface. This makes it possible, for example, to  
use the unit when outside your home or office, then later  
transfer the data you have entered on the Organizer to your  
desktop computer.  
6.  
Select IR for infrared transfer or DIRECT CABLE for  
ENTER  
cable transfer and press  
.
#9-3-1 Display  
Your Organizer is now ready to transfer data. Consult the  
Organizer Link manual regarding subsequent transfer  
procedures.  
To setup the Organizer for use with the Organizer Link:  
1.  
2.  
Make sure the unit is turned off.  
Press ON at any time to exit the PC Link mode.  
If you leave the Organizer in PC Link mode, more power is  
consumed from the batteries than usual, and the auto  
power off function does not work.  
For infrared transfer, set up the Organizer with the  
CE-IR2 wireless interface. (See the CE-IR2 manual  
for details.)  
To conserve battery power, always press ON to leave the  
PC Link mode as soon as you have finished transferring  
data.  
For a cable transfer, connect the Organizer Link cable to  
the Organizer’s 15-pin cable jack. (See the Organizer Link  
manual for details.)  
3.  
4.  
Press ON  
.
MENU  
Press  
four times to display the  
PERIPHERALS menu.  
ENTER  
5.  
Select PC-LINK and press  
.
The SELECT PC-LINK PATH window appears.  
180  
Points to remember when using peripherals  
When using Organizer Link software designed for an  
Organizer other than the OZ-5600:  
Data in applications that are not compatible with the  
Organizer Link cannot be transferred.  
You cannot transfer an entry from USER FILE 1 of the  
User File application if it has no data in its NAME field.  
It is also impossible to transfer any complete file that  
contains such an entry.  
When receiving data from an Organizer other than the  
OZ-5600s or when using an Organizer Link designed  
for another Organizer:  
If an Outline entry is more than 32 Kbytes in size, only  
the first 32 Kbytes of data will be received by an OZ-  
5600. Any subsequent text will not be transferred.  
Only data in applications/modes can be transferred.  
9
If you have used free fields in Telephone or User File on  
your other unit, you must set the number of fields in  
Telephone (or User File) on the OZ-5600 Organizer to  
be the same BEFORE transferring the information to the  
OZ-5600. Otherwise the data in the free fields will not  
be transferred to the OZ-5600. Also, if the type of a field  
(text or picture) is different in the two Organizers, it  
cannot be transferred.  
181  
182  
CHAPTER 10  
Personalizing Your Organizer  
The Start-Up Display  
The Organizer can display your name, telephone number,  
and address every time it is turned on, set against one of  
three built-in graphic backgrounds. If you ever lose or  
misplace your Organizer, this could significantly increase  
the chances of being it returned to you.  
ow that you have an understanding of  
all of the Organizer’s functions and its  
operation, let’s take a look at the various  
N
ways you can customize the Organizer to suit  
your personal preferences: the display can show  
selected user information at start-up; entries can  
be made secure through password protection  
and by marking them as secret; the Calendar  
display can be set to a default view that you  
prefer; and a bold font can be selected for the  
Organizer’s display.  
Selecting the start-up display  
MENU  
twice to open the PREFERENCES  
1.  
Press  
menu, select SET START-UP DISPLAY, then press  
ENTER  
.
SET START-UP DISPLAY contains several fields. Current  
selections are shown in reverse.  
The Organizer offers two levels of security for its  
entries and operations. The first is the ASK  
PASSWORD option, which requires the correct  
password, previously set up by the user, to be  
given each time the Organizer is turned on.  
Thus, overall access to the Organizer’s  
information and operations is restricted. The  
second is to define particular entries within  
various applications as secret, and then enable  
the LOCK ORGANIZER option within the TOOLS  
menu. This is independent of whether the ASK  
PASSWORD option is set, and provides another  
layer of security.  
#10-1-1 Display  
START-UP  
10  
ON: Enables a user-specified display upon start-up.  
The owner’s name, telephone number and address  
will then be displayed each time the Organizer is  
turned on. Also, if the ASK PASSWORD option is  
ON (see below), the Organizer will prompt the user  
for the correct password upon start-up.  
183  
OFF: Even if ASK PASSWORD (see below) is set to  
ON, no password will be required. The Organizer  
then starts in the application or display mode that  
was most recently used.  
OFF: You will not be prompted to enter your  
password upon start-up.  
2.  
3.  
Select the desired setting in each field.  
CANCEL  
Press ENTER to store the settings (or  
to  
SETUP: Sets the Organizer to run through the set  
up procedure at start-up. This is the default display.  
This provides an overview of how to use the  
Organizer, and is very useful for new users as it  
goes directly to those screens allowing user  
customization. After this has been done once and  
the user reached the USER SETUP completed  
screen, START-UP is changed automatically from  
SETUP to OFF.  
cancel any changes).  
Responses to the start-up display  
If you have set START-UP and ASK PASSWORD to ON,  
and entered your personal information, a display similar to  
the one below will appear each time the Organizer is turned  
on.  
BACKGROUND  
#10-1-3 Display  
You may choose one of the three built-in  
backgrounds to be displayed at start-up (when the  
Organizer is turned on).  
To use the Organizer:  
ASK PASSWORD  
1.  
Type in the password as used for the Secret function.  
You must enter the password exactly as you  
registered it, including upper- and lower-case letters.  
ON: After registering a password (see p.255), you  
will be prompted to enter that password upon start-  
up (if START-UP is also set to ON). The Organizer  
cannot be used if the password is not entered  
correctly. This is an important security feature for  
users whose Organizers contain sensitive  
information.  
2.  
Press ENTER  
.
The ENTER PASSWORD prompt disappears.  
3.  
Press ENTER to go directly to the Calendar or press  
the key for any application you want to use.  
184  
If no password has been registered, the prompt for  
the password will not be displayed even if ASK  
PASSWORD and START-UP have been set to ON.  
The cursor moves to the telephone number field.  
NEXT  
4.  
Enter your telephone number, then press  
.
The cursor moves to the address field.  
If you set ASK PASSWORD to ON with START-UP  
set to ON and you forget your registered password,  
you will have to reset it, which means erasing all  
the data stored in it (see p.197). This is one reason  
why it is a good idea to make periodic backups  
(transfers of your Organizer’s stored information) to  
a PC or some other Organizer, so that the  
information can be reloaded in case the Organizer  
has to be reset.  
5.  
6.  
Enter your full address.  
Press  
to move the start of the next line.  
Press ENTER when done.  
A message appears confirming the owner information has  
been set.  
Setting the Owner’s Information  
The Owner’s Information comprises your name, address  
and telephone number. You can choose whether to have  
this information displayed each time you turn the Organizer  
on, by setting the START-UP option to ON using the above  
procedure.  
MENU  
twice to display the PREFERENCES  
1.  
Press  
menu.  
10  
2.  
Select SET OWNER INFORMATION and press  
ENTER  
.
The cursor starts in the NAME field.  
3. Enter your name, then press NEXT  
.
185  
4.  
Enter any password up to seven characters long.  
Letters, numbers, and symbols can all be used. This  
text box is case-sensitive, which means that upper-  
and lower-case letters are treated differently. The  
password “SHARP”, for example, is different from the  
passwords “Sharp” or “sharp”.  
Locking the Organizer  
The Organizer’s LOCK function allows you to keep selected  
information in your Organizer secure by locking it with a  
password that you specify. Entries that you have marked as  
secret cannot be accessed until the Organizer is unlocked  
using the password. Individual entries can be marked as  
secret, so that only someone who knows the password can  
access them by unlocking the Organizer. Note that this  
password is completely different from the one used for the  
ASK PASSWORD feature within the SET START-UP  
DISPLAY options (see p.183). Marking entries as secret  
has no effect until the Organizer is locked.  
Choose your password carefully. If you forget your  
password, there is no way to bypass the Secret  
function or enter a new password without losing all  
data marked as Secret. It is strongly recommended  
that you use a password that you will always be able  
to remember, but which other people will be unable to  
guess.  
CANCEL  
to  
ENTER  
5.  
Press  
to store the password (or  
Turning on the Lock  
cancel the operation).  
MENU  
twice to open the PREFERENCES  
1.  
Press  
menu.  
All entries marked as secret throughout the Organizer will  
then be hidden and will not be accessible until the  
Organizer is unlocked by giving the correct password.  
2.  
Select SECRET from the menu, then press ENTER  
.
A message appears warning you not to forget the  
The SECRET submenu appears.  
3. Select LOCK ORGANIZER, then press  
password. If you have any doubt about whether or not you  
will always be able to recall this password, write it down  
and keep it in a safe place.  
ENTER  
.
The LOCK ORGANIZER window appears prompting you to  
enter a password.  
6.  
Press ENTER  
.
T
appears on the display, indicating that any information  
you mark as secret will now be hidden. The unit itself can  
still be accessed until you turn on the ASK PASSWORD  
#10-2-1 Display  
186  
feature in the SET START-UP DISPLAY window. See  
p.184.  
The SECRET submenu appears.  
2. Select LOCK ORGANIZER then press  
A window appears, prompting you to enter your password.  
ENTER  
.
Marking/unmarking entries as Secret  
3.  
Enter your password exactly as you registered it  
(remember that the password is case-sensitive,  
distinguishing between upper- and lower-case letters).  
You can mark or unmark any entry as secret in Edit mode.  
1.  
Open the application containing the entry you want to  
mark as secret.  
4.  
Press ENTER  
.
2.  
3.  
Display the entry in Edit mode.  
T
If the password is correct,  
disappears.  
MENU  
Press  
menu, select SET SECRET STATUS and press  
ENTER  
twice to display the PREFERENCES  
If the password is incorrect, a message appears indicating  
this.  
.
5.  
After unlocking the Organizer, access any entry you  
want using the normal procedures.  
If the Organizer has been locked (which hides all  
secret entries) an entry which has just been marked  
as secret will remain displayed until you move to  
another entry. Once you leave the entry marked as  
secret, it will be hidden together with all other secret  
entries (for more information, see the next section).  
If you forget your password, you will not be able to  
unlock the Organizer and access your secret  
information. If this happens, you will have to delete  
the old password to be able to continue to use the  
Secret function. This will also delete all entries  
marked as secret. For a full explanation of what to do  
if this occurs, see below, p.188.  
Accessing Secret entries  
Entries marked as secret are not shown in any of the  
Organizer’s display modes when it is locked, and cannot be  
accessed using any of the search methods. To be able to  
recall and access secret entries, the Organizer must first be  
unlocked.  
10  
2nd  
You can use  
to find only those  
SEARCH  
entries marked as secret once the Organizer is  
unlocked (see p.63).  
MENU  
1.  
Press  
twice to open the PREFERENCES  
ENTER  
menu. Select SECRET then press  
.
187  
The SECRET submenu appears.  
Automatic Relocking  
ENTER  
3.  
Select DELETE PASSWORD, and press  
.
Once a password has been registered, even if you unlock  
the Organizer using the procedure above, the Organizer will  
automatically lock itself each time you turn it off. This  
automatic relock feature protects your secret data in case  
you forget to relock the unit. The feature remains in effect  
as long as a password is registered. To disable this feature,  
the password must be deleted once the Organizer is  
unlocked.  
#10-2-3 Display  
4.  
5.  
Enter your password exactly as you registered it  
(remember that the text box is case sensitive  
distinguishing between upper- and lower-case letters).  
You can also lock the Organizer yourself at any time:  
MENU  
twice to open the PREFERENCES  
1.  
Press  
menu.  
Press ENTER  
.
A message appears indicating that the Organizer is  
unlocked. Entries that were marked as secret can be  
accessed until a new password is registered (to register a  
new password, use the procedure for Registering a  
password on p.186).  
ENTER  
2.  
Select SECRET then press  
.
The SECRET submenu appears.  
3.  
Select LOCK ORGANIZER and press ENTER  
.
T
appears, indicating that the Organizer is now locked.  
Remember that if you delete a password while the  
Organizer is locked, all secret entries will be deleted  
as well. The Organizer will not remind you of this!  
Changing or deleting the password  
To register a new password, the current one must first be  
deleted.  
If you forget your password...  
If you have forgotten your password, the only way you will  
be able to delete it and continue to use the Secret function  
is to delete all entries marked as secret.  
MENU  
twice to open the PREFERENCES  
1.  
Press  
menu.  
2.  
Select SECRET then press ENTER  
.
188  
MENU  
twice to open the PREFERENCES  
1.  
2.  
Press  
menu.  
Changing the Calendar Display Format  
The Organizer lets you change the default Calendar  
display to one you find more convenient. There are three  
aspects to changing the display: setting the monthly format,  
setting up the Calendar and setting the date format. You  
can use these options to set up a way of working that you  
prefer.  
ENTER  
Select SECRET then press  
.
The SECRET submenu appears.  
3. Select DELETE ALL SECRET DATA, and press  
ENTER  
.
A warning message appears asking if you are sure you  
want to delete all the secret entries. If you have forgotten  
your password, you have no choice but to proceed.  
Setting the monthly format  
You can set the Monthly and Two-month views in the  
Calendar application to show the weeks in either a  
Sunday-to-Saturday format (this is the default) or a  
Monday-to-Sunday format.  
Y
4.  
Press  
to delete all secret entries. This will then  
allow you to enter a new password.  
If you set ASK PASSWORD in the SET START-UP  
display to ON, and forget your password, you will  
have to reset the entire Organizer, thereby erasing all  
the stored entries and information (see p.197).  
In the Calendar application:  
MENU  
, select SET UP WEEKLY FORMAT,  
1.  
Press  
then press ENTER  
.
A submenu appears. The current setting is indicated by an  
asterisk.  
2.  
Select the desired format and press ENTER  
.
10  
The Monthly view is then displayed accordingly.  
Setting up the default Calendar view  
You can set up the Calendar to show either a Monthly or  
Daily view each time the Calendar application is opened.  
The default setting after initialization is the Monthly view.  
189  
MENU  
twice to display the PREFERENCES  
In the Calendar application:  
1.  
2.  
Press  
menu.  
MENU  
1.  
Press  
press  
, select SET UP DEFAULT VIEW then  
.
ENTER  
ENTER  
Select SET UP DATE FORMAT and press  
.
A submenu appears. The current setting is indicated by an  
asterisk.  
A submenu appears. The current selection is marked with  
an asterisk.  
2.  
Select the desired format and press ENTER  
.
3.  
If the desired format is not already selected, move to  
it and press ENTER  
.
The current calendar view does not change. However, the  
desired format is used the next time the Calendar  
application is opened.  
Selecting the Bold display font  
Setting up the date format  
Since the Organizer’s display is fairly small, you may find  
the displayed information easier to read if all characters  
appeared in a bold style, which is slightly thicker than  
normal.  
Almost all Organizer applications require a date to be  
entered at some point. The default format for date entry is  
“MM/DD/YYYY”, where MM is the two-digit month, DD is  
the two-digit day of the month and YYYY is the four-digit  
year. The date will be displayed as “MMM DD, YYYY”,  
where MMM is the three-character abbreviation for the  
month name. However, you can choose instead to have the  
date entered in the format “DD.MM.YYYY”, which will then  
be displayed in the format “DD MMM YYYY”.  
MENU  
three times to display the TOOLS  
1.  
Press  
menu.  
If bold font has not yet been selected, no will appear next  
to the menu item SET BOLD FONT.  
2.  
Select SET BOLD FONT and press ENTER  
.
For example, in MM/DD/YYYY format, the date July 4th,  
1996 will be entered as “ 7/ 4/1996” and displayed as “JUL  
7, 1996”. However in DD.MM.YYYY format, the same date  
will be entered as “ 4. 7.1996” and displayed as “4 JUL  
1996”.  
All characters on the display will then appear in bold style.  
This option only affects the way information appears  
on the Organizer’s display, and does not affect the  
way the actual information is stored or printed.  
190  
Appendices  
A. List of Key Notations  
Key  
Representation in Text  
Function  
CALENDAR  
Opens the Calendar  
A. List of Key Notations  
application.  
B. Resetting the Organizer  
C. Troubleshooting  
SCHEDULE  
TO DO  
Opens the Schedule  
application.  
D. Battery Replacement  
E. Specifications  
Opens the To Do application.  
Opens the Ann application.  
Subsequent presses switch  
between ANN1 and ANN2 files.  
ANN  
Opens the Tel application.  
Subsequent presses switch  
between TEL1, TEL2 and TEL3  
files.  
TEL  
USER FILE  
Opens the User File  
application. Subsequent  
presses switch between USER  
FILE 1, 2 and 3.  
Opens the Memo application.  
MEMO  
191  
Key  
Representation in Text  
Function  
Key  
Representation in Text  
Function  
CALC  
Opens the Outline application.  
Opens the Calc application.  
Subsequent presses switch to  
paperless printer mode, to date  
calculator mode, cost/sell/  
margin calculation, then to cost/  
sell/markup calculation, then  
back to standard Calc Mode.  
OUTLINE  
Opens the Money Tracking  
application. In Index mode,  
subsequent presses display  
each account’s Index view, as  
well as the All transaction list.  
When Account information is  
displayed, subsequent presses  
alternate between displaying  
the current and opening  
MONEY TRACKING  
Turns the Organizer on.  
Interrupts printing or data  
transfer.  
ON  
ON  
OFF  
Turns the Organizer off.  
account balances.  
OFF  
Activates the built-in Backlight  
to illuminate the display in low-  
light conditions.  
BACKLIGHT  
MENU  
+
/–  
CzCE  
ª
Calculator application function  
keys.  
+
M
M
RzCM  
CzCE RzCM  
X
+
M
M
+
=
%
X
Opens application’s menu,  
PREFERENCES, TOOLS and  
PERIPHERALS menus.  
+
AM PM  
2nd  
2nd  
Calls the Search function.  
AM/PM selection. Automatically  
activated in appropriate  
applications.  
SEARCH  
F
Used to send a copy of the  
currently displayed entry to the  
IN BOX.  
F
192  
Key  
Representation in Text  
Function  
Key  
Representation in Text  
Function  
§
CANCEL  
2nd  
Clears an unstored entry.  
Cancels a selection, menu, or  
operation to return to the  
previous display.  
Moves the cursor to the  
beginning of a line.  
§
Selects text for deleting, cutting  
or copying.  
Opens a new entry in an  
application.  
NEW  
NEW  
EDIT  
Moves the cursor one line up.  
Scrolls the display up.  
Clears field contents when  
entering or editing data.  
NEW  
EDIT  
2nd  
Moves the cursor to the first  
line of a display in the Memo  
application. Moves the cursor  
to the first line of a field in other  
applications.  
Edits the currently selected or  
currently displayed entry.  
CLOCK  
˜
Displays the pop-up list  
containing available choices for  
the currently selected field.  
Only works for currently  
selected field. Only works for  
currently selected pop-up fields,  
˜
˜
Selects text for deleting, cutting  
or copying.  
˜
Moves the cursor one line  
down. Scrolls the display down.  
indicated by  
.
˜
2nd  
Moves the cursor to the last  
line of a display in the Memo  
application. Moves the cursor  
to the last line of a field in other  
applications.  
2nd  
Opens the Clock application to  
display the time and date on  
the built-in clock.  
CLOCK  
§
Moves the cursor one character  
to the left.  
˜
Selects text for deleting, cutting  
or copying.  
193  
Key  
Representation in Text  
Function  
Key  
Representation in Text  
Function  
'
Moves the cursor one character  
to the right.  
2nd  
P
Prints the current display when  
a printer is connected.  
P
'
Moves the cursor to the end of  
a line.  
2nd  
2nd  
D
Stamps the current local date  
at the cursor location in an  
entry.  
D
'
Selects text for deleting, cutting  
or copying.  
HELP  
2nd  
HELP  
J
Calls the on-line help feature.  
H
Steps up through entries/  
screens. Continues to search  
backwards for a keyword.  
PREV  
2nd  
2nd  
2nd  
2nd  
2nd  
Enters accent marks: `, ´, ˜, ¨,  
^, respectively. Press the key  
then type a letter to create  
accented characters.  
K
B
J
L
K
L
Steps down through entries/  
screens. Continues to search  
forwards for a keyword.  
NEXT  
N
B
N
1
0
1
0
Enters numerals 1–0.  
Enters a carriage return.  
BS  
The backspace key. Deletes  
the character to the left of the  
cursor.  
BS  
Switches the letter keys  
between upper and lower case  
when pressed. Enters a symbol  
in white above a key when held  
while the key is pressed.  
Z
Z
A
A
Enter the letters A–Z.  
2nd  
T
Stamps the current local time at  
the cursor location in an entry.  
T
194  
Key  
Representation in Text  
Function  
Key  
Representation in Text  
Function  
Enters a comma.  
,
,
CUT  
,
Cuts a specified text/picture or  
a selected entry to the  
clipboard for pasting to another  
location.  
2nd  
CUT  
X
,
2nd  
Enters the German character ß.  
Enters apostrophe.  
,
.
.
COPY  
2nd  
Copies a specified text/picture  
or a selected entry to the  
clipboard for pasting to another  
location.  
.
COPY  
Enters a period. In calculations,  
the period entered from the  
keyboard acts as a decimal  
point.  
C
.
PASTE  
:
Enters colon.  
2nd  
2nd  
Places a text/picture in the  
PASTE  
V
clipboard at the cursor location.  
Caps lock key. Switches the  
letter keys between upper- and  
lower-case modes.  
CAPS  
CAPS  
Checks off the SECRET ONLY  
box in the Search and Filter  
functions.  
2nd  
Press this key then another key  
to access any second function  
indicated in blue above the key.  
Also accesses keyboard  
shortcuts.  
2nd  
2nd  
2nd  
2nd  
Moves topics in the Outline  
W
E
W
E
application.  
Expands/collapses topics in the  
Outline application.  
Accesses a user word list.  
WORD  
WORD  
M
Enters the French character ç.  
M
Accesses the symbol menus.  
SMBL  
SMBL  
Checks off the To Do entries.  
Enters ” as a symbol.  
The space key.  
SPACE  
SPACE  
195  
Key  
Representation in Text  
Function  
B. Resetting the Organizer  
INS  
Toggles between insert and  
overwrite mode when  
entering/editing data. Creates  
a new topic in the Outline  
application.  
INS  
A strong impact, exposure to an electrical field, or other  
unusual conditions may render the unit inoperative, and  
pressing the keys will have no effect. If this occurs, you will  
have to press the RESET switch at the bottom of the unit  
using a pen or similar object to be able to continue to use  
the unit.  
Deletes a character at the  
cursor position when entering/  
editing data. Deletes entries  
when viewing data.  
DEL  
DEL  
Deletes a line at the cursor  
location.  
DEL  
Executes operations. Stores  
entries in memory. Opens the  
Edit mode.  
ENTER  
ENTER  
2nd  
ENTER Stores an edited enty as new,  
leaving the original  
unchanged.  
A condition that makes the unit inoperative may  
erase some or all of the data stored in memory.  
Do not use anything breakable, anything with a  
sharp tip or anything that might break to press the  
RESET switch.  
Receives data via the infrared  
port from an OZ-5600.  
GET  
SEND  
2nd  
GET  
Sends data via the infrared  
port to an OZ-5600.  
SEND  
Prints the selected entry when  
SEND  
a printer is connected.  
196  
Y
Do not press  
data in the unit.  
in step 3. Doing so will delete all  
All reset operation  
If the unit still fails to function after it has been reset  
using the procedure above, or you have forgotten the  
password to be entered in the start-up display, you will  
have to reset it using a slightly more complicated  
procedure:  
However, if you have forgotten the password  
required at start-up, you have no choice but to  
Y
press  
in order to use the unit, but losing all  
your data in the process.  
1.  
While pressing and holding ON , press and release  
the RESET switch.  
ON  
A message appears.  
2.  
3.  
Release ON  
.
N
Press  
.
The built-in clock and any set daily alarms are reset.  
197  
C. Troubleshooting  
D. Battery Replacement  
Refer to the list below for solutions when the unit is not  
functioning properly before contacting your local SHARP  
dealer.  
General guidelines  
The Organizer uses the following types of batteries:  
Problem  
Solution  
Use  
General  
operation  
Type  
Size/Model Qty.  
The display remains  
blank after pressing  
Adjust the LCD contrast  
(see p.50).  
Install new batteries  
(see p.199).  
Alkaline batteries  
LR03 (L30)  
CR2032  
2
1
ON  
.
Memory backup Lithium battery  
Poor display contrast.  
Adjust LCD contrast (see  
p.50).  
There are some extremely important points to remember  
when installing new batteries:  
The Organizer is turned  
on, but pressing keys  
has no effect.  
Reset the Organizer  
(see p.196).  
Do not remove the operating and backup batteries  
at the same time. Doing so will result in the loss of  
all data stored in the unit’s memory.  
“Not enough memory”  
displayed.  
The Organizer’s memory is  
full or nearly full. Delete  
unnecessary data. (You can  
check the amount of free  
memory using CHECK  
MEMORY in the TOOLS  
menu. see p.67).  
Backup all important data before replacing the  
batteries.  
Replace the two operating batteries at the same  
time with new batteries of the same type.  
The alarm does not  
sound at the set time.  
Enable alarms using the  
TOOLS menu (see p.131).  
The Backlight does not  
function  
During data transfer,  
The memory backup battery installed at the factory  
at the time of manufacture may have become  
depleted during shipment and may not have the full  
battery life indicated in the specifications.  
PC-LINK mode or printing  
the Backlight does not work.  
BATT  
If  
appears, replace  
batteries (see p.198).  
198  
Caution:  
3.  
Slide off the operating batteries cover.  
Keep batteries out of the reach of children.  
Remove batteries from the unit when they become weak  
or when the unit will not be used for a long period of  
time. Leaving weak batteries in the unit may cause  
battery leakage and damage from corrosion.  
Do not dispose of batteries by fire as they may explode.  
Replacing the operating batteries  
4.  
5.  
Remove the old batteries by pulling the ribbon tab.  
BATT  
When using the Organizer, if the  
symbol appears at  
Insert the two new batteries on top of the ribbon tab,  
taking care to position them correctly according to the  
plus (+) and minus (–) terminals, as shown below.  
the top of the display, the operating batteries should be  
replaced as soon as possible. To confirm this, turn the  
Organizer off and then on again. If the display shown below  
appears, replace both of the operating batteries  
immediately.  
#Display E-2  
6.  
7.  
Replace the cover.  
1.  
2.  
Turn off the Organizer.  
Set the battery replacement switch to NORMAL  
OPERATION.  
Set the battery replacement switch on the bottom of  
the Organizer to REPLACE BATTERIES (a red dot  
will appear).  
199  
If nothing happens when you press ON  
:
Memory backup battery life:  
Setting the battery replacement switch to REPLACE  
BATTERIES shuts off power to the unit. Check that the  
battery replacement switch is set to NORMAL  
OPERATION.  
Approx. 4 months (when the operating batteries are  
depleted)  
Approx. 5 years (when the depleted operating batteries  
are promptly replaced)  
Repeat the above battery replacement procedure step  
by step.  
Do not try to replace the memory backup battery if the  
operating batteries are weak. Doing so may result in  
the loss of all data in the unit. If necessary, replace  
the operating batteries before replacing the memory  
backup battery.  
Replacing the memory backup battery  
The Organizer’s memory backup battery has an expected  
life of approximately five years under normal conditions  
(temperature extremes can shorten the life of the battery).  
Replace the memory backup battery every five years or  
whenever the following display appears.  
1.  
2.  
Turn off the Organizer.  
Set the battery replacement switch on the back of the  
unit to REPLACE BATTERIES (a red dot will be  
visible).  
#Display E-5  
3.  
Remove the screw holding the memory backup  
battery cover in place.  
WARNING:  
When the operating batteries are depleted, replace them  
promptly with new batteries. If depleted batteries are not  
replaced, the memory backup battery will be drained more  
quickly than normal. This in turn could cause you to lose all  
your data when the operating batteries are replaced.  
200  
4.  
Remove the memory backup battery cover.  
If nothing happens when you press ON  
:
Setting the battery replacement switch to REPLACE  
BATTERIES shuts off power to the unit. Check that the  
battery replacement switch is set to NORMAL  
OPERATION.  
Repeat the above battery replacement procedure step  
by step.  
5.  
Remove the old battery using a pen or a similar  
object.  
6.  
7.  
Insert a new battery with the plus (+) side up.  
Replace the memory backup battery cover and secure  
it with the screw.  
8.  
Set the battery replacement switch to NORMAL  
OPERATION.  
201  
Maximum data  
size per entry  
Memo:  
16 Kbytes  
E. Specifications  
Outline: 32 Kbytes for an entire  
outline  
Model  
OZ-5600  
2 Kbytes for each topic  
Display  
240 x 79 dot matrix liquid crystal  
display  
Tel/User File: 2 Kbytes for text data  
Other applications: 2 Kbytes  
User interfaces  
Other features  
Keyboard  
Electronic unit section  
Applications  
Secret function, data transfer, search  
function, help function, et al.  
Calendar, Schedule, To Do, Clock,  
Anniversary, Telephone, User File,  
Memo, Outline, Money Tracking, Calc  
Calculator  
Digits  
Memory capacity  
512 Kbytes (User area: Approx. 462  
Kbytes)  
10  
Schedule application capacity:  
Approx. 8,030 entries  
Functions  
Addition, subtraction, multiplication,  
division, constant, square root,  
percent, memory calculation, date  
calculation, paperless printer, cost/  
sell/margin calculation, cost/sell/  
markup calculation.  
Tel application capacity:  
Approx. 7,490 entries  
These capacities assume the following  
average entry sizes and only apply  
when all the available memory is  
committed to a single function.  
Clock  
Schedule:  
Tel:  
32 characters/entry  
16 characters/entry in  
the name field  
Crystal oscillation  
frequency  
32,768 Hz  
12 characters/entry in  
the number field  
Accuracy  
Average variance per day, 1.5  
seconds (at 25°C/77°F)  
202  
Display information Year, month, day, day of the week,  
hours, minutes, AM/PM, city names.  
Battery life  
Battery life may vary depending on  
usage.  
Operating batteries:  
Time system  
12-hour or 24-hour  
Approx. 80 hours (2 months of 1  
hour continuous use per day)  
Continuous display at an ambient  
temperature of 23°C (73°F)  
Approx. 65 hours (2 months of 1  
hour continuous use per day)  
Using the Backlight for 2 minutes  
per hourly use at an ambient  
temperature of 23°C (73°F)  
Approx. 50 hours (1.5 months of 1  
hour continuous use per day)  
Using the Backlight for 2 minutes  
per hourly use and searching for 5  
minutes per hourly use at an  
ambient temperature of 23°C  
(73°F)  
Other functions  
Display of date and time for various  
cities around the world.  
Enable/disable daylight saving time.  
Peripherals and data transfer interface  
IR transfer  
Cable jack  
Up to a distance of approx. 80 cm.  
15-pin connector  
Common  
Power  
Battery:  
Main supply:  
3 V ... DC, alkaline batteries  
(LR03 x 2)  
Memory backup:  
3 V ... DC, lithium battery  
(CR2032 x 1)  
Memory backup battery:  
Approx. 4 months (when operating  
batteries are depleted)  
Power  
0.23 W  
Approx. 5 years (when depleted  
operating batteries are promptly  
replaced)  
consumption  
Operating  
0°C to 40°C (32°F to 104°F)  
temperature  
203  
Dimensions  
Open  
160(W) x 164(D) x 9.2(H)  
mm  
6-5/16(W) x 6-15/32(D) x  
3/8(H) inch  
Closed  
160(W) x 89(D) x 18.4(H)  
mm  
6-5/16(W) x 3-1/2(D) x  
23/32(H) inch  
Weight  
245 g (0.54 lb) (including batteries)  
Accessories  
Alkaline batteries LR03 x 2, lithium  
battery CR2032 x 1 (installed),  
operation manual  
204  
Index  
Auto power off 50  
B
A
Backlight 50  
Accessing  
Battery  
Secret entries 187  
Installing 43  
Accounts (see under Money Tracking)  
Adding  
Life 203  
Memory backup 200  
Operating 199  
Replacement 198  
Blocks  
Copying/moving 161  
Working with blocks of text 61  
Bold Font 190  
Accounts  
(see under Money Tracking)  
Categories: Money Tracking  
(See under Money Tracking)  
Categories: To Do 85  
Topics 110  
Transactions  
(see under Money Tracking)  
User’s city 129  
Alarms  
C
Calc(ulator) application 117  
Date calculations 120  
Using with other applications 121  
Calculations  
Daily 130  
Disabling all alarm sounds 131  
Schedule 79  
Changing part of 119  
All reset 197  
Examples 124  
Ann(iversary) application 90  
Application 52  
Inserting figures into 119  
Performing 117  
Opening 55  
Keys 42  
Assigning  
Date calculations 120  
Cost/price/margin calculations 122  
Cost/price/markup calculations 122  
Paperless printer mode 118  
Calendar application 69  
Setting up the initial display 70, 189  
Due date 81  
Priority 81  
205  
Calendar view  
Local city (Clock) 126  
Checking  
Daily 71  
Monthly 70  
Monthly Goals 70  
Selecting 69  
Current time/date 66  
Intermediate results of a calculation 119  
Memory 67  
Two-month 70  
Time in a city 128  
Weekly 71  
Caring for the Organizer 40  
Categories  
Checking off To Do entries 84  
Clock application 126  
Collapsing outline families 114  
Copying  
Money Tracking application:  
Accessing by category (Filter) 143, 147  
Adding 146  
Blocks of text 61, 161  
Entries 162  
Assigning to transactions 139  
Category list 139  
Deleting 159  
Create Activities (Calendar) 72  
Cursor 60  
Customizing  
Editing 146  
Index display 101  
Preset 145  
Tel/User File applications 102  
Cut 62, 161, 162  
To Do application:  
Accessing by category (Filter) 87  
Adding 87  
D
Assigning to entries 85  
Category list 86  
Deleting 87  
Daily alarms  
Setting 130  
Turning on/off 131  
Daily view 71  
Editing 87  
Changing  
Date calculation 120  
Date format 59  
Setting 190  
(see also Customizing)  
Bold text 190  
Calendar format 189  
Display width 106  
Date stamp 163  
Daylight Saving Time (DST) 130  
Assigning to a city 130  
206  
Enabling/disabling 130  
Decimal point setting 123  
Deleting  
Entries 75, 84, 92, 97, 105, 110, 141  
Emulation  
Printer 170  
Entering  
Monthly goals 82  
Subtopics 114  
Error indicator 122  
Expanding families 115  
All entries in an application 65, 76, 88, 92, 98, 106,  
113,158  
All To Do entries in current view 88  
All Secret entries 189  
Money Tracking Categories 159  
Filtered entries 166  
Line in a calculation 120  
Schedules over a specific period 77  
Single entries 65, 76, 88, 92, 98, 105, 112, 157  
Text 61  
F
Families  
Collapsing 114  
Expanding 115  
Topics 112  
Restructuring 115  
Using the application menu 65  
Display  
Fields 59  
Filter function 165  
Setting the LCD contrast 50  
Symbols 53  
Deleting filtered entries 166  
Turning off 166  
Display modes 56  
Turning on 165  
Edit mode 57  
Index mode 56  
Finding entries 63, 72, 75, 82, 91, 96, 104, 109  
(see also Search)  
View mode 57  
By date 64  
Using keywords 63, 75, 83, 91, 97, 105, 109  
Using the Calendar views 72, 75, 83, 91  
Using the Index mode 63, 75, 82, 91, 97, 104, 109, 137,  
140  
E
Edit mode 57  
Editing techniques 59  
Editing  
Font  
(see also Revising)  
Categories 87, 146  
Changing Bold style 190  
207  
H
Help 54  
M
Manual  
Index 54  
Conventions used 39  
Organization 37  
Marking entries as secret 187  
Memo application 103  
Memory check 67  
Menu 52  
I
IN BOX 178  
IN BOX Viewer 178  
Index mode 56  
Infrared transfer  
Setting up 174  
Notes on 175  
Initializing 10, 44  
Inserting  
Application 73, 80, 89, 93, 98, 107, 116, 125, 132, 160  
Peripherals 169  
Tools 68  
Money Tracking application 133  
Accounts:  
Text 61  
Adding new 135  
Topic 110  
Balances 136  
Installing  
Balancing and Reconciliation 152  
Deleting 158  
Batteries 9, 43  
Editing 137  
J
Index mode 137  
List 137  
Joining two Outline topics into one 111  
Categories:  
K
(See under Categories)  
Transactions:  
Key beep 51  
Keyboard 52  
Function/notation list 191  
Adding new 137  
Deleting 157  
Editing 141  
L
Index mode 140  
Removing 156  
Local city 46, 126  
Locking the Organizer 186  
Special fields 143  
208  
Split function 147  
Viewing in detail 141  
Monthly goals (To Do) 70  
Entering 82  
Monthly view 70  
Moving  
Peripherals menu 169  
Pop-up list/menu 52  
Power  
Auto power off 50  
Turning on and off 50  
Printing 170  
Appointments 75  
Blocks of text 161  
Entries 162  
All entries 172  
Current display 171  
Groups of entries 171, 172  
Single entries 171  
Topics 111  
N
R
New entries  
Replacing  
Making 58, 72, 74, 80, 90, 96, 103, 107, 137  
Memory backup battery 200  
Operating batteries 199  
Revising  
O
Organizer Link 180  
Overwriting text 61  
Owner Information 45, 185  
(see also Editing)  
Outlines 110  
S
P
Schedule alarms 79  
Clearing 80  
Paperless printer 118  
Part names and functions 42  
Password  
Setting 79  
Schedule application 74  
Scrolling the display 62  
Search  
Deleting/changing 188  
Forgotten 188  
Registering 186  
Paste 62, 162  
PC Link 180  
(see also Finding)  
By keyword 63  
By date 64  
209  
Search function 63, 75, 83, 91,  
97, 105, 109  
Entering 114  
Symbols  
Secret function 186  
Selecting  
On the display 53  
Entering 167  
Calendar views 69  
Date 72  
Display modes 56  
Topics 110  
T
Templates  
Tel 47, 95  
Setting  
User File 47, 96  
Tel application 95  
Clock 46, 126  
Date format 190  
LCD contrast 50  
Local city 126  
Time stamp 163  
To Do application 80  
Tools menu 68  
Monthly format 189  
Owner’s Information 45, 185  
Password 186  
Topics  
Adding 110  
Joining two into one 111  
Moving 111  
Splitting one into two 112  
Subtopics 113  
Schedule alarms 79  
Start-up display 48, 183  
World city 49, 128  
Setting up  
Transactions (see under Money Tracking)  
Transferring data 173  
Between two OZ-5600  
Organizers 174  
Calendar’s initial display 70, 189  
For data transfer 174, 176  
For printing 170  
Organizer 12  
With an Organizer other than  
OZ-5600 176  
Points to remember when 181  
Single entries 175  
Splitting one topic into two 112  
Start-up display 48, 183  
Responses to 184  
Setting 183  
Via infrared 174  
Subtopics 113  
With a personal computer 180  
210  
Turning on/off  
Daily alarms 131  
Key beep 51  
Power 50  
Setup display 48  
Word wrap 107  
Typing in text 60  
U
Unlocking the Organizer 187  
User File application 95  
User File templates 47, 96  
User’s city 129  
User’s preferences 47  
W
Weekly format 189  
Weekly view 71  
Wireless interface 174  
Word key  
Inserting words/phrases in an  
entry 164  
Deleting words/phrases 165  
Registering words/phrases 164  
Word wrap 107  
World city 128  
211  
212  

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