Motorola Organizer User manual

User’s Guide
StarTAC clipOn
Organizer,
Synchronization,
and TrueSync Desktop
www.starfish.com
www.mot.com

Copyright (c) 1999 Starfish Software, Inc. All rights reserved. Starfish,
TrueSync, Sidekick, EarthTime and the Starfish logo are trademarks of
Starfish Software, Inc. For TrueSync Plus: U.S. patent nos. 5,519,606 and
5,778,346; other patents pending. For TrueSync Desktop: U.S. patent nos.
5,519,606, 5,778,346, 5,845,257, and D388,776; other patents pending. For
the StarTAC clipOn Organizer device: U.S. patent no. 4,369,516. The
furnishing of the Software Product, any accompanying product, or any related
documentation or materials does not give you any license to any patents.
Motorola and StarTAC are trademarks of Motorola, Inc. Any other trademarks
are the property of their respective owners.
Important:
This device complies with part 15 of the FCC rules.
Operation is subject to the following two conditions:
(1) This device may not cause harmful interference; (2) This
device must accept any interference received including
interference that may cause undesired operation.

iContents i
Contents
Introduction 1
Introducing the StarTAC® clipOn Organizer . . . . . . . . . . . . . . . 1
About Starfish TrueSync technology . . . . . . . . . . . . . . . . . . . 2
Connecting the clipOn to your StarTAC. . . . . . . . . . . . . . . . . . 2
Chapter 1
Getting started 3
Turning on the StarTAC clipOn Organizer . . . . . . . . . . . . . . . . 3
Getting started with the Setup Wizard. . . . . . . . . . . . . . . . . . . 4
Using the clipOn Home screen and views. . . . . . . . . . . . . . . . . 7
Synchronizing with the clipOn . . . . . . . . . . . . . . . . . . . . . . 8
Chapter 2
Using the StarTAC
clipOn Organizer 9
Calling with the StarTAC clipOn . . . . . . . . . . . . . . . . . . . . . 9
Using Contacts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Using the Calendar. . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Using To Do Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using Memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Using Time Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Using Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Chapter 3
Product care 27
Removing the clipOn from the phone . . . . . . . . . . . . . . . . . . 27
Installing new batteries . . . . . . . . . . . . . . . . . . . . . . . . . 27
Resetting the clipOn . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Charging the phone with the clipOn connected . . . . . . . . . . . . . 29
Screen care. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

ii Contents
Chapter 4
TrueSync Desktop
and TrueSync Plus 31
Introducing TrueSync technology . . . . . . . . . . . . . . . . . . . . 31
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Installing the product . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Uninstalling your product . . . . . . . . . . . . . . . . . . . . . . . . 34
Starting TrueSync Desktop . . . . . . . . . . . . . . . . . . . . . . . 34
Starting TrueSync Plus. . . . . . . . . . . . . . . . . . . . . . . . . . 35
About the documentation . . . . . . . . . . . . . . . . . . . . . . . . 35
Chapter 5
Synchronizing 37
Starting TrueSync: . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Setting up TrueSync . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Changing the TrueSync setup . . . . . . . . . . . . . . . . . . . . . . 40
Changing your preferences . . . . . . . . . . . . . . . . . . . . . . . 44
Using the TrueSync Log . . . . . . . . . . . . . . . . . . . . . . . . . 45
Setting up multiple users. . . . . . . . . . . . . . . . . . . . . . . . . 45
Staying up to date with TrueSync Central. . . . . . . . . . . . . . . . 46
Chapter 6
TrueSync Desktop 47
Using TrueSync Desktop’s features . . . . . . . . . . . . . . . . . . . 47
Customizing the Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . 48
Setting preferences. . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Chapter 7
TrueSync Desktop:
Calendar view 51
Using the Calendar view. . . . . . . . . . . . . . . . . . . . . . . . . 51
Viewing your Calendar . . . . . . . . . . . . . . . . . . . . . . . . . 52
The Weekly and Monthly views . . . . . . . . . . . . . . . . . . . . . 53
The Yearly View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Scheduling events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
When you travel: changing time zones . . . . . . . . . . . . . . . . . 55
Entering To Do items and calls . . . . . . . . . . . . . . . . . . . . . 56

iii Contents iii
Chapter 8
TrueSync Desktop: Contacts view 57
Using the Contacts view . . . . . . . . . . . . . . . . . . . . . . . . . 57
Cardfile basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Creating a cardfile . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Adding cards. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Chapter 9
TrueSync Desktop: Memos view 61
Using the Memos view . . . . . . . . . . . . . . . . . . . . . . . . . 61
Memo files, folders, and memos. . . . . . . . . . . . . . . . . . . . . 62
Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Changing margins and tabs . . . . . . . . . . . . . . . . . . . . . . . 63
Chapter 10
TrueSync Desktop: EarthTime view 65
The EarthTime map . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Selecting cities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Changing the Local Time . . . . . . . . . . . . . . . . . . . . . . . . 67
Changing the Home Clock. . . . . . . . . . . . . . . . . . . . . . . . 67
Chapter 11
TrueSync Desktop: Printing 69
Using the Printing options . . . . . . . . . . . . . . . . . . . . . . . . 69
Calendar printing . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Printing in Contacts view . . . . . . . . . . . . . . . . . . . . . . . . 70
Printing in the Memos view . . . . . . . . . . . . . . . . . . . . . . . 72
Glossary 73
Index 77

iv Contents

1Introduction 1
Chapter0Introduction
Introducing the StarTAC®clipOn Organizer
Congratulations on your purchase of the StarTAC clipOn
Organizer. Attaching directly to your StarTAC phone, the
StarTAC clipOn enables you to store, view, and edit thousands
of names, numbers, appointments, notes, and tasks in a space
smaller than the average wallet.
When the clipOn is attached to the StarTAC phone, placing a
call is easy: select a contact on the clipOn and press the
button. The clipOn promptly dials the number for you.
Customize the clipOn to work the way you do. For example,
select right-handed or left-handed operation with one easy
choice on the Preferences screen.
Add contacts, names, tasks, and events on your clipOn, and
then synchronize to a personal information manager (PIM)
such as TrueSync®Desktop. TrueSync Desktop is an easy-to-
use personal information manager that is included with your
purchase. To learn more about TrueSync Desktop and
synchronization, see Chapters 5 and 6.
Belt holster clipOn
Connector cable
Documentation
Protective cover CD-ROM
Package Contents

2Introduction
About Starfish TrueSync technology
TrueSync’s unique architecture provides one-step
synchronization support for many popular PIMs, devices, and
services (referred to as accessors). Starfish provides frequent
free accessor updates, to ensure that customers can synchronize
with the most recent releases of supported software and
devices. See “Introducing TrueSync technology” on page 31 to
learn how to obtain free updates.
Connecting the clipOn to your StarTAC
Remove the protective plastic cover by turning over the clipOn
and sliding the cover toward the spring clip. Lift and detach the
cover. Turn off the StarTAC phone before attaching the clipOn.
1
Insert the clipOn’s spring clip into the slot on the back of the
phone that is used to attach the phone’s auxiliary battery.
2
Slide the clipOn toward the opposite end of the phone.
3
Insert the connector on the bottom of the clipOn into the
accessory connector on the bottom of the StarTAC
telephone, and apply light pressure to ensure that it is firmly
attached.
NOTE If you are using vibration mode with an analog phone,
vibration mode will be turned off when you connect the
clipOn with your phone.

3Getting started 3
1
Chapter1Getting started
Turning on the StarTAC clipOnOrganizer
Turn on the StarTAC clipOn by pressing any key. The seven
clipOn keys are described here:
Key Name Description
Home Press to
g
o up one level; press and hold a
g
ain
to return to the main (Home) screen. At the Home
screen, turn off the clipOn by pressin
g
and holdin
g
for one second.
View Press to see a menu of current options, such
as Daily, Weekly, and Monthly views in the
Calendar.
Select Press to choose an option.
Edit Press to add or edit contacts, tasks, or
events.
Call
With the phone attached and turned on, press
, select from the list of the last 10 numbers
called, and press to dial. Or, hi
g
hli
g
ht a valid
phone number in the Contacts, Calendar, or To Do
views, then press to dial the number.

4Chapter 1
Getting started with the Setup Wizard
Before using the clipOn, you will need to complete the Setup
Wizard. Start the Setup Wizard by pressing any key to turn on
the clipOn.
In the second Wizard screen, select your user profile. Your
selection determines which set of pre-defined QuickLists is
offered when you add a new event, contact, or task. These lists
will be updated as you enter new information. The profile also
determines which fields will be used for contact information.
Back/Up Use
and to scroll or move the hi
g
hli
g
ht
throu
g
h a list or screen.
Next/Down
When addin
g
or editin
g
text, use or to
move from one letter or number to another.
Key Name Description
Press to
continue.
The status bar displays labeled icons that
tell you which functions you can perform.
Use or to
highlight a profile, and
then press to
select it.
Press to return to
the previous screen.

5Getting started 5
The next Wizard screen confirms your profile selection.
Next, enter your first name, using and to select the
letters of your name. To scroll quickly, hold down or .
After you have highlighted a choice, press . If you make an
error, select Erase. If you want to enter numbers, press . To
return to letters, press again.
NOTE You can change your selected user profile later. To
change it, open the TrueSync window (see “Starting
TrueSync:” on page 37 for details), choose Client |
StarTAC clipOn options, click the QuickLists tab, then
click Reset and choose a new profile.
Press if you
want to change your
profile, then press
to continue.
When your first name
is spelled correctly,
press .

6Chapter 1
Now enter your last name, using the keys described previously.
After checking your entries to make sure they are correct, press
.
The next task is to customize the time zone setting. Use
and to select a city in your time zone.
To enter the correct date, use and to select the month,
then press . Then use and to select the correct day,
and press to enter your choice. Follow this same
procedure to enter the year.
After you have entered the year, select the time, then press
when you have finished. Note that the date and time on the
clipOn are updated from your PC when you synchronize.
When your last name
is spelled correctly,
press .
Press to
continue with the
Wizard.
Press to enter
your choice.

7Getting started 7
The next screen shows a summary of your settings. If they are
correct, press to continue.
Use and to select each digit of the “default” area code.
Press to enter each choice, then press to confirm the
area code. The clipOn will use this area code when you select a
phone number to dial that includes seven digist only (does not
include an area code). Enter your local area code unless you
make most of your calls to a different area code. For
information about placing calls with the clipOn, see “Calling
with the StarTAC clipOn” on page 9.
Now press , and you are ready to start using the StarTAC
clipOn.
Using the clipOn Home screen and views
When you have completed the Setup Wizard, you will see the
Home screen:
Using the Home screen:
Press or hold until the Home screen appears. From the
Home screen, use:

and to highlight the icons.

to enter a module.

to check the owner information.
To enter a view, such
as the Calendar, use
or to
highlight its icon,
then press .
To DoCalendar Contacts
Memos Time Zones Preferences

8Chapter 1
Synchronizing with the clipOn
After you have completed the clipOn’s Setup Wizard,
described in “Getting started with the Setup Wizard” on
page 4, you can quickly and easily synchronize data between a
desktop application, such as TrueSync Desktop or Outlook,
and the clipOn. Note that you must turn on the clipOn before
starting synchronization. For details about TrueSync
synchronization and using TrueSync Desktop, see
“Synchronizing” on page 37 and “TrueSync Desktop” on
page 47.
Getting connected for synchronization
To set up your clipOn for TrueSync synchronization:
1
Plug the 9-pin end of the clipOn’s connector cable into your
computer’s serial port and the other end into the side of your
clipOn.
2
Turn on the clipOn before starting communications between
the clipOn and the computer.
For details about system requirements on your computer,
please read “Requirements” on page 32.
NOTE If you have a password enabled on the clipOn, when you
start synchronization you will be prompted to enter the
five-key password combination on your computer. For
details about enabling and setting a password, see
“Using Preferences” on page 25.

9Using the StarTAC clipOn Organizer 9
2
Chapter2Using the StarTAC
clipOn Organizer
Calling with the StarTAC clipOn
To place a telephone call from the clipOn when it is attached to
the StarTAC phone (for attachment instructions, see
“Connecting the clipOn to your StarTAC” on page 2):
1
Turn on the StarTAC phone.
2
To dial, either:

highlight a valid telephone number in the Contacts,
Calendar, or To Do views, and press the clipOn’s
key once.

press the clipOn’s key in any view to see a list of the
ten most recently dialed telephone numbers. To call one
of those numbers, highlight it, and then press .
NOTE Telephone numbers that begin with “011” or “+” are
dialed as international calls. All other telephone numbers
are dialed as long distance domestic calls.

10 Chapter 2
You will then see a dialog displaying the telephone number
being dialed, as shown below.
To end a call, press the clipOn’s key again, press the
phone’s End key, or close the phone.
Using Contacts
Using Contacts, you can view and create contact information
such as names, phone numbers, and addresses.
You can also make telephone calls quickly and easily, as
described in “Calling with the StarTAC clipOn” on page 9. To
enter the Contacts module from the Home screen, highlight the
Contacts icon, and press .
Changing views
You will see either a category name or “All Cards” at the top
right of the screen. “All Cards” means that you are viewing all
the categories in your clipOn. If you have only one cardfile
category (or no categories), “All Cards” will not appear.
Now you can:

Scroll through the alphabetical tabs with or .

Go to a specific lettered tab by pressing , and then using
or . You can view a specific card by pressing ,
and then using or . Press again to view the
details, and to switch among the address, number, and
note views of the card (the Contact information determines
which views are available). The selected view is indicated
View the number that
is being dialed.

11 Using the StarTAC clipOn Organizer 11
in the top right corner by a house, telephone, or notebook
icon.

If you have more than one category, choose a category by
pressing , highlighting the desired category with or
, and then pressing to make your choice.
If the contents of a cardfile field are too long to display, you
will see three dots (...) at the end of the text to indicate that
additional information can be viewed. To view the entire field
if it is a number, highlight the number, and press . If it is a
text field, use or to scroll.
Sorting cards
You can sort cards in cardfiles alphabetically by last name, first
name, or company.
To sort cards:
1
In the Contacts module, press . The menu appears.
Highlight Sort Order, then press .
2
Use or to move the highlight to the field by which
you want to sort. Press to choose the sort order.
Changing the telephone number display
You can determine which telephone numbers, e-mail
addresses, and Web site addresses appear on the alphabetically
tabbed cardfiles view.
The
telephone
iconindicate
s
that you are
viewing
telephone
information.

12 Chapter 2
To change the information displayed in the Contacts
index view:
1
In the Contacts module, use or , then to go to a
specific lettered tab.
2
Press , and then use or to highlight a specific
card. Press again to view its details.
3
Use or to highlight the field that you want. You
may need to press to move to the correct field. (You are
in the telephone field if you see a telephone icon at the
upper right corner of the card).
4
Press , and select “Select As Default.” This option
appears only if there are multiple entries.
The selected item now appears after the name in the tabbed
cardfiles view.
Editing your Contacts
You can create, edit, and delete Contacts by selecting Edit
mode and using the clipOn’s Wizards. In addition, you can set
up a meeting or a telephone call from within a contact in Edit
mode.
To create a new Contact:
1
Press in Contacts, or in the Home screen.
2
Use or to highlight the New Contact option, and
press .
3
Use or to select the type of Contact that you want.
The Contact types are Business Contact, Personal Contact,
Press after
highlighting New
Contact.

13 Using the StarTAC clipOn Organizer 13
and Company; the fields will vary, depending on the type of
contact that you choose.
4
Now enter the contact’s first name or, if the contact is a
Company, enter the name of the company. Use or
to move from letter to letter, then press to enter each
choice. To change to numbers, press . Press again to
move back to letters. When you are finished, press .
5
Enter the Contact’s last name and press when you are
finished. (If you are entering a Company contact, this screen
will not appear.)
6
Now choose the category for your new Contact. If there are
no categories, or only one category, this Wizard screen will
not be displayed.
7
Confirm the contact name by pressing . If you want to
make a change, press .
8
Depending on your selections, you may be asked to enter
company information for the new Contact. Choose how to
specify the company, then press :

If you choose “Company in Contacts” use or to
scroll through the alphabetical tabs of a cardfile. You can
press , and then use or to go to a specific
lettered tab. Press , and then use or to go to
the card for the company. To enter your choice, press
.

If you choose “New Company” enter the company name,
and press when you are finished.
Confirm the company name by pressing . If you want to
make a change, press .
Choose the Contact
type, and then press
.

14 Chapter 2
9
Next, enter the contact’s phone, e-mail, or Web information.
Use or to scroll and select the desired contact
method, such as “Work Fax.” Then enter the phone number,
e-mail address, or Web site address. If you enter a telephone
number without hyphens or parentheses, such as
“18315553000”, the clipOn will auto format it for you,
adding hyphens and parentheses as needed, such as “1 (831)
555-3000”. Press when you are finished.
10
Confirm the contact information by pressing . To
change it, press or .
11
At the Contact Summary page, press to accept the new
contact and add it to the clipOn.
To remove a Contact:
1
Highlight the Contact, and then press .
2
Use to move the highlight to Remove, and press .
You will be asked to confirm the deletion of this contact.
Highlight Yes and press to complete the removal, or
highlight No and press to keep the Contact.
To set up a meeting or telephone call with a Contact:
1
Highlight the Contact, and then press .
2
Choose “Meet” or “Schedule Call” from the menu, and then
press .
3
If you are scheduling a call, highlight High, Medium, or
Low priority, and then press .
4
Next, select a meeting date or a due date for a call (you can
specify “No due date” for a call but you must select a
meeting date). To choose the meeting date or if you select
“Specific Date” for a call, choose the month, date, and year,
using or to scroll through each field; move from
NOTE If the phone number is an international number, be sure
to prefix it with “011” or “+”. All other numbers will be
dialed as domestic calls.