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INDIVIDUAL, the INDIVIDUAL logo, AnyTime Organizer, and AnySync are trademarks of Individual Soft-
ware Incorporated.
Copyright 2007 iAnywhere Solutions, Inc. All rights reserved.
All other trademarks are the property of their respective holders.
Introduction
Welcome to AnyTime Organizer.................................................................................ix
AnyTime Organizer User’s Guide and Help System...................................................x
Customer Support.........................................................................................................x
Day Planner
Getting Started Using Your Day Planner...................................................................3-1
Adding an Appointment or Event ............................................................................3-2
Adding an Untimed Event........................................................................................3-3
Adding a To-do Item.................................................................................................3-3
Importing To-do or Event Information .....................................................................3-4
To-do View................................................................................................................3-4
Quick Calendars........................................................................................................3-5
Adding Details – General Information.....................................................................3-6
Adding Notes............................................................................................................3-8
Adding Groups..........................................................................................................3-9
Rescheduling an Event or To-do Item....................................................................3-10
Birthday and Anniversary Settings.........................................................................3-10
Drag and Drop Features..........................................................................................3-11
Using AutoSchedule ..............................................................................................3-13
Using Copy Special................................................................................................3-14
Day Planner Options...............................................................................................3-14
Sticky Notes............................................................................................................3-15
Schedule Ticker.......................................................................................................3-16
Address Book
Adding an Address to Your Address Book................................................................4-1
Importing Address Information ................................................................................4-2
Adding Details to an Address Book Entry................................................................4-2
Adding Notes............................................................................................................4-3
Adding Group, Birthday, and Anniversary Information...........................................4-4
Adding Photos...........................................................................................................4-5
AutoSchedule............................................................................................................4-6
Drag and Drop Features............................................................................................4-7
Schedule an Appointment or To-do Item from Your Address Book.........................4-7
Printing Envelopes....................................................................................................4-8
AutoDial....................................................................................................................4-9
Send Mail................................................................................................................4-10
ii Anytime Organizer User’s Guide
Using Copy Special.................................................................................................4-11
Address Book Options............................................................................................4-12
Address Book Settings............................................................................................4-13
Printing Labels........................................................................................................4-13
Expenses
Displaying Expense View..........................................................................................5-1
Adding Details to Expenses......................................................................................5-2
The Calculator...........................................................................................................5-4
Quick Glances
Displaying the Quick Glances...................................................................................6-1
Changing from Calendar to Graph View...................................................................6-1
Using the Week and Month Glances.........................................................................6-3
Using the Year Glance...............................................................................................6-5
Drag and Drop Features............................................................................................6-5
Using AutoSchedule..................................................................................................6-6
Quick Glance Options...............................................................................................6-7
Quick Glance Settings...............................................................................................6-8
Note Book
Getting Started Using the Note Book.......................................................................9-1
Adding a New Note Book Entry...............................................................................9-1
Changing Fonts and Styles.......................................................................................9-2
Printing a Note Book Layout....................................................................................9-4
Daily Journal Entry...................................................................................................9-4
Networking
Using AnyTime Across a Network.........................................................................10-1
Networking Information.........................................................................................10-8
Locking...................................................................................................................10-9
Network Settings...................................................................................................10-10
Printing
Introduction to Printing...........................................................................................12-1
Selecting a Layout...................................................................................................12-1
Customizing Layouts...............................................................................................12-3
Times.......................................................................................................................12-8
Layout Preview Options..........................................................................................12-8
Page Setup...............................................................................................................12-9
Print Setup.............................................................................................................12-12
Printing Overflow..................................................................................................12-12
Printing Repeating Event Bars..............................................................................12-13
Printing to a PDF File...........................................................................................12-13
Printing Envelopes................................................................................................12-14
Print Options.........................................................................................................12-14
Double-Sided Printing...........................................................................................12-15
Daily Layouts........................................................................................................12-17
Weekly Layouts.....................................................................................................12-23
Monthly Layouts...................................................................................................12-28
Yearly Layouts......................................................................................................12-30
Address Layouts...................................................................................................12-31
Note Book Layouts...............................................................................................12-32
To-do Layouts.......................................................................................................12-34
Expense Layouts...................................................................................................12-35
Password Layouts.................................................................................................12-36
TABLE OF CONTENTS v
Keyboard Shortcuts
Day Planner..............................................................................................................A-1
Address Book...........................................................................................................A-2
Note Book................................................................................................................A-2
Quick Glances..........................................................................................................A-3
Layout Preview.........................................................................................................A-3
File Menu Commands..............................................................................................A-3
Edit Menu Commands.............................................................................................A-4
Misc..........................................................................................................................A-4
Expense....................................................................................................................A-4
Password..................................................................................................................A-4
View Menu...............................................................................................................A-5
Troubleshooting
Printing Problems.....................................................................................................B-1
Common Solutions for Common Problems.............................................................B-2
General Error Messages...........................................................................................B-4
Individual Software has developed this program with the high standards it
holds for all its software. We hope you enjoy using AnyTime Organizer!
INTRODUCTION ix
AnyTime Organizer User’s Guide and Help System
AnyTime Organizer includes a complete user support and documentation
system that includes a thorough Help system and a complete Electronic
User’s Guide. Please review this information to get the best performance of
all the features of AnyTime Organizer.
Help System
• Detailed information about AnyTime Organizer features.
• Accessible by clicking Help on the menu bar, and then selecting Any-
Time Organizer Help.
• Also provides context sensitive help when the F1 key is pressed.
Customer Support
At Individual Software, we are dedicated to supporting our customers and
place the highest priority on customer satisfaction. Please review the fol-
lowing information, which will help you with the most common customer
support inquiries including registering your software, obtaining technical
support, ordering an upgrade, contacting customer care, and sending feed-
back or product suggestions.
INTRODUCTION xi
Contacting Technical Support
At Individual Software, FREE technical support is available through a toll-
free (800) telephone number or from the Web support site. If you have any
questions about using the software or are experiencing technical difficulties,
please contact our Technical Support department as follows:
Phone Support: Call (800) 331-3313, Monday to Friday between the hours
of 8:00am and 5:30pm (Pacific Standard Time) and you will be connected to
the next available Product Support Specialist. If you are calling from outside
the United States or Canada, call 925-734-6767.
Telephone Numbers:
Technical Support: (800) 331-3313
Customer Care: (800) 822-3522
Fax: (925) 734-8337
Outside USA or Canada: (925) 734-6767
INTRODUCTION xiii
Ordering a Warranty Replacement
The CD-ROMs included with every Individual Software product are guar-
anteed to be free from any material defects for a period of 120 days from
the original date of purchase. The Individual Software CD-ROM Limited
Warranty Policy entitles the original purchaser of the software to a free
replacement of any defective CD-ROM. If you need a replacement after the
120-day period has expired, you may purchase a CD-ROM for $10 up to
three years after the date of purchase. Please refer to the CD-ROM Warranty
Replacement Card located in this Electronic User’s Guide.
2. Select Programs.
4. Create a new file or open an existing one from the Create/Open AnyTime
Document dialog box.
If the current file is named AnyTime1.atw, AnyTime2.atw, etc. and the file
has not been saved, the Save As dialog will display before exiting. In the
Save As dialog box, name the file and save your changes. Once the file is
named, AnyTime Organizer’s AutoSave feature will save your changes upon
exiting.
An Overview of AnyTime
Organizer
All About the AnyTime Organizer Window
When you first start AnyTime Organizer, the Day Planner displays:
Tool
Bar
Day Planner
Navigation
Bar
Page Flip
Options Bar
Status
Bar
Daily Journal Quick Calendars
• The title bar shows that AnyTime Organizer is the active window. If
more than one window is open at the same time, you can tell which is
the active window by the color or intensity of the title bar.
• The menu bar displays AnyTime Organizer’s menu choices.
• The tool bar contains buttons to give you access to AnyTime Orga-
nizer’s most popular and frequently used tools.
• The entry bar enables you to enter items into Day Planner, Address
Book, and Quick Glances. Type your text and click OK or press
Enter. Or, click the Details or Notes button to enter more detailed
information.
• The untimed event box allows you to record an event without a spe-
cific time, such as an all day event, in your Day Planner.
• The Daily Journal Entry link at the bottom left of the Day Planner
allows you to quickly jump to the Note Book where you can create
timed, dated journal entries and notes.
• The navigation bar contains buttons that allow you to choose the
views and sections of AnyTime Organizer.
• Each window has a window border and window corners for resizing
the window.
• The status bar is at the bottom of the window. Refer to this for the
current date and time and a keyboard status. Position the mouse
pointer over any item to display help for the selected item or control.
Now that you are familiar with the AnyTime Organizer and Day Planner
windows, you are ready to get organized.
Address Book View To-do List Note Book View Expenses View
Sticky Notes
CHAPTER 2 AN OVERVIEW OF AnyTime Organizer 2-3
Entry Bar Buttons
Notes Reschedule
Occupied Time Quick Calendars Sort by First Name Sort by Last Name
Sort by Company
If you have an event that occurs regularly, such as a weekly meeting, you
can schedule it just once as a repeating event. AnyTime Organizer records
that regularly scheduled event in the Day Planner.
Maintain your to-do list by assigning a priority status, due date, and an alarm
for important items. Then, once an item is completed, check it off as done.
Address Book
The Address Book enables you to add names, addresses, phone numbers,
e-mail addresses, Web site addresses, birthdays, and anniversary dates. You
can add notes for recording more details about a person. For example, you
can keep track of correspondence dates, special family occasions, or even
travel itineraries. As you add names and addresses into the Address Book,
you can sort them by first, last, or company name.
To locate a name in your Address Book use the Find feature located on the
tool bar, or flip through the pages of the Address Book as if it were on paper.
Use the letter buttons on the Options bar to zip alphabetically through the
listings.
With the click of a button you can launch a browser and display a contact’s
Web site or display driving directions to their address.
Use AnyTime Organizer to print an envelope with any name and address
from your Address Book. Let AnyTime Organizer be your personal assistant
Quick Glances
AnyTime Organizer provides Quick Glances to view and quickly change
your schedule. You can select from the Week Glance, Month Glance, and
Year Glance displays using the buttons on the Navigation bar.
Each Quick Glance gives you both a Calendar and a Graph view. You
can select Calendar view to see a familiar calendar format with holidays,
appointments, events, and to-do items noted. Select Graph view to see your
schedule displayed in a graph format with time blocks, showing busy times
and available times. The Calendar and Graph view buttons are available on
the Options bar.
You can view and change your schedule in any Quick Glance by clicking an
event or to-do item.
Note Book
Take advantage of the Note Book to keep track of everything. Use it to write
letters, faxes, and memos. Record personal information, including bank
account numbers and credit card information, and add travel information,
notes, lists, and anything else that comes to mind.
You can add a journal entry from the Day Planner to record ideas, notes,
meeting minutes, or record the events of the day for future reference. At the
bottom of the left page, click the Daily Journal Entry link to open the Note
Book.
Layout Preview
AnyTime Organizer offers over 250 layouts. Click the Layout Preview
button, select a layout, customize it, and print it.
You can also customize your layouts. Select the Customize button from the
Layout Preview window. AnyTime Organizer offers a full range of options
for working with fonts, borders, headers, footers, small calendars, themes
and layout text.
You can choose to Hide or View your Sticky Notes by clicking the AnyTime
Organizer icon in the system tray, located in the lower right corner of your
computer screen.
Sticky Note
You’ll never miss another meeting or appointment, and never forget another
task. Now, AnyTime offers you a new way to keep track of your important
meetings, appointments, and to-do items with the Schedule Ticker. The
scrolling marquee of the Schedule Ticker holds all of your daily information,
continuously displayed and automatically updated. You can even choose
which day to display. If you close AnyTime Organizer, your Schedule Ticker
will stay on your desktop.
You can choose to Hide or View the Schedule Ticker by clicking the
AnyTime Organizer icon in the system tray, located in the lower right corner
of your computer screen.
Vertical Display
Horizontal Display
Screen savers are programs designed to keep images from being burned
into your monitor. AnyTime Organizer shows your pictures while scrolling
appointments and to-do items whenever your monitor is idle.
Day Planner
Getting Started Using Your Day Planner
Day Planner helps you manage the schedule and to-do list. A daily schedule
is made of events, such as appointments, holidays, and special occasions. A
to-do list contains items that must be done on certain days or over a period
of days.
To display your Day Planner, click the Day Planner button on the Navigation
bar.
You can maximize the Day Planner window by double-clicking the title
bar. To restore the Day Planner window to its original size, click the Any-
Time title bar icon in the upper-left corner of the window, and then click
Restore.
Day Planner displays the event as a colored block of time, so you can tell
at a glance that the time is reserved. To cancel the entry, click the Cancel
button on the Entry bar, or press the Esc key on your keyboard. To edit the
event, highlight the event and make the changes in the Event text box, or
double-click the event to display the Details dialog box, or right-click the
event and select Details on the shortcut menu.
1. Click Options on the menu bar and click Settings. Click the Events tab.
2. Click the Alarm check box.
3. Specify the alarm time and choose from a selection of alarm sounds.
4. To send an e-mail or text message notification with the alarm, click
the E-Mail Settings For Alarms button. Specify the e-mail address to
send the notification to in the Default To Addresses text box. Specify
Alarm settings and designations do not carry over when you upgrade
from the Personal version of AnyTime Organizer to the Business version.
If you switch versions or upgrade AnyTime Organizer, each user will need
to reset the alarms for all pre-existing records.
To check off a to-do item, click the Done check box on the Entry bar, or
select the item in the to-do list and press the Spacebar. In the Day Planner, a
red check mark will be displayed next to the to-do item.
To edit a to-do item, highlight the item and make the changes in the to-do
text box, or double-click the event to display the Details dialog box, or right-
click the item and select Details on the shortcut menu.
You can also import to-do or Event files created by other programs. See the
section titled Importing Events, To-do Items, and Addresses in
Chapter 7 –- Managing Your Files.
All the to-do items in your Day Planner are displayed in the To Do View
window, along with options to Sort and Show the items.
To edit a to-do item, highlight the item and make the changes in the to-do
text box, double-click the to-do item to display the Details dialog box, or
right-click the item and select Details on the shortcut menu.
Quick Calendars
Quick Calendars can be displayed at the bottom of the to-do page as a quick
calendar reference and navigational tool. When this option is selected, Quick
Calendars will display on every page in the Day Planner. Click a Quick
Calendars date to display the corresponding Day Planner page. Dates with
scheduled appointments will display in bold face. To-do items, appointments
and events can be dragged to the Quick Calendar for quick rescheduling.
• Click Day Planner on the menu bar, then select Quick Calendars.
OR
• Click the Quick Calendars button on the Options bar.
The General tab of the Details dialog box provides you with options to
specify time, date, priority, and duration. In the Description text box, you
can enter detailed information relating to the event or to-do item.
You can set an alarm to remind you of an upcoming event or to-do item, and
customize the notice time and alarm sound. Once the alarm goes off, you
have the option of snoozing for any amount of minutes, hours or days.
You can even send an e-mail and/or text message reminder of the event or
item to yourself or a list of recipients. The Send Alarm to E-Mail/Phone text
box makes it easy for you to select recipients from your address book. Click
the browse button, select one or more recipients from the left window, and
then click the arrow button to add them to the Message Recipients window
on the right. See Sending Text Messages in chapter 8 for specific instructions
on how to send text message reminders.
Repeat an event, such as a birthday or to-do item, on other days using the
Repeat button. For details, see Setting a Repeating Event or To-do Item in
this chapter.
The Notes tab allows you to add information regarding your event or to-do
item. Use the Insert Date/Time button to include the current date and time
in your notes. You can also access the Notes tab in the Details dialog box
directly by highlighting the event or to-do item and clicking the Notes button
on the Entry bar. The Spellcheck button will automatically check your
spelling and return any spelling errors. The Spelling Check window allows
you to ignore, change or add new words to your dictionary.
The Groups tab allows you to designate your event or to-do item in a
specific category, such as Birthdays, Business, or Family events. You can
color code these groups using the Group Colors button so that they appear in
a designated color in your Day Planner. Use the New Groups button to add
groups to the list.
To Apply your changes, click the Apply button. To enter a new event or to-
do item, click the New button. Clicking the Cancel button will discard any
changes you have made in the Details dialog box. To close the Details dialog
box and save your changes, click the OK button.
In the to-do details dialog box, selecting the Non-dated (show only in To Do
View) option will display the to-do item in the To Do View page only, that
is, without a due date. A non-dated to-do item will not display in the Day
Planner.
You can display as much or as little detail information in the Day Planner as
you choose. There are four scroll-shaped View buttons on the Options bar.
You can set an event or item to repeat daily, weekly, monthly, and yearly. If
you set an event to repeat over consecutive days, such as Monday through
Friday, this event will print in a repeating event bar if you select the Month
Planner layout.
Adding Notes
AnyTime Organizer enables you to add notes to an event or to-do item for
recording reminders, directions, actions to be taken, or any information you
want to record.
Adding Groups
AnyTime Organizer allows you to group and categorize similar events and
to-do items to organize your schedule. The Groups tab in the Details dialog
box allows you to designate your event or to-do item in a specific category,
such as Birthdays, Business, or Family events. You can color code these
groups using the Group Colors button so that they appear in a designated
color in your Day Planner. Use the New Groups button to add groups to the
list.
1. From the Day Planner, double-click the event or to-do item, and then
select the Groups tab, or right-click the item, select Details, and then
click the Groups tab.
2. Click the check box next to the group name to select a group.
3. To assign a color for easy identification (optional), click the Group
Colors button, select a color, and click the OK button.
4. Click the Apply button to save your groups, or click the OK button to
save your groups and close the Details dialog box.
To Add a new group, click the New Group button, type a name for the
group, and then click the OK button.
If a Filter error message displays, select Groups from the Options menu,
turn Filtering off or on, and select groups accordingly.
l. Select the event or to-do item that is being rescheduled and select
Reschedule from the Day Planner menu, or right-click the item and select
Reschedule from the menu.
2. Select the rescheduled date and/or time for the event, and then click the
OK button.
Your event will be moved to the new day or time accordingly.
To set a reminder:
1. Click on a birthday event.
2. Click Options, Settings, and then click the Address Book tab.
Use AnyTime Organizer’s drag and drop shortcuts with the Day Planner or
in combination with the Quick Glances to reschedule an event or to-do item.
• Reschedule an event or a to-do item to a new day or time.
• Change an event into a to-do item.
• Change a to-do item into an event.
To duplicate an item:
1. Press and hold the Shift key as you drag the item to the new location.
2. When you release the mouse button and the Shift key, a copy of the item
will be dropped into the new date or time block.
If the Month Glance graph view is open, double-click the date or time
block to display the Quick Planner. Drag and drop the event from the Quick
Planner to a new date or time block in the graph.
The event will now be a to-do item and will no longer have a time associated
with it.
l. Click the Timescale button on the Options bar to display the hour by hour
appointment times, if necessary.
2. Drag the to-do item to an appointment time and release the mouse
button.
If the Timescale feature is off when a to-do item is dropped into the events
area, the item will be entered at the next available time in the schedule. For
example, if the last event was scheduled from 2:30 to 3:00 PM, the new
event will occur at 3:00 PM.
Using AutoSchedule
Use AutoSchedule to schedule appointments, events, and to-do items with
people listed in your Address Book. To display AutoSchedule, select the
AutoSchedule option from the Day Planner or Address Book options on the
menu bar, or from the Week Glance, Month Glance, or Year Glance menus,
or right-click the event and select AutoSchedule from the shortcut menu.
All the Address Book Contacts are listed in the lower portion of the dialog
box. You can use AutoSchedule to schedule meetings, appointments, or to-
do items with any of your contacts.
l. Select an entry.
2. Select Copy Special from the Edit menu, or right-click an item and select
Copy Special from the shortcut menu.
3. From the submenu, select a level of the information to be copied.
4. The Copy Special text can be pasted into another program or in other
sections of AnyTime Organizer.
You can customize your settings further by clicking Options on the menu
bar, selecting Settings, and then clicking the Day Planner tab.
Some of the features you can specify to your Day Planner include:
• Specify the starting time, that is the time your Day Planner day begins.
Enter a time or click the drop-down arrow to select a time, AM or PM.
• Specify the ending time, what time your Day Planner day ends.
Enter a time or click the drop-down arrow to select a time, AM or PM.
• Set the time spacing (the interval between each time entry) in minutes,
from 10 to 120 minutes.
• The Show overdue to-do items in Red option will display an item that
1. Select an item from your Day Planner, to-do list, Note Book, or Address
Book.
2. Click the Notes button on the tool bar.
3. Click the Header and drag the Sticky Note to your desired location.
The Schedule Ticker will automatically display timed and untimed events
from your Day Planner and uncompleted to-do items.
As your appointments are kept and your to-do items are marked as
completed, the Schedule Ticker will automatically update to the current
status of your Day Planner.
You can change the view of your Schedule Ticker from horizontal display to
vertical display by clicking the View button on the left side of the Schedule
Ticker tool bar. You can restart the Schedule Ticker, adjust the scroll speed,
or pause the display by using the buttons on the Schedule Ticker.
In the vertical display mode you can select a different date to display in the
Schedule Ticker. You can also choose to limit the display to appointments,
to-do items, or both. Clicking the Options button allows you to change the
window color, the background color, or the font of the display text.
Address Book
Adding an Address to Your Address Book
The Address Book helps you keep track of friends, family members,
business contacts, and other acquaintances. Enter as little or as much
information as you want about names, addresses, phone numbers, e-mail
addresses, Web sites, birthdays, anniversary dates, and general notes.
To display your Address Book, click the Address Book button on the
Navigation bar.
The Entry bar displays text fields for you to enter information into your
Address book.
Double-click the title bar to maximize the Address Book window and fill
the entire AnyTime Organizer work space.
You can also import address files created by other programs. See the section
titled Importing Events, To-do Items, and Addresses in
Chapter 7 - Managing Your Files.
In the Address Details dialog box, you can access information and add
details such as:
• Title, name, position, company, and address.
• Primary, alternate, and other addresses.
• Multiple phone numbers, such as Business, Mobile, E-mail, Fax,
Home, and Web Site. Select from the drop-down list of categories, or
add your own category.
The Launch Web site and Get Directions features require Internet
access.
Adding Notes
AnyTime Organizer allows you to store detailed information about a contact
by adding notes to an Address Book entry.
l. Double-click an entry, and then click the Info tab; or select the entry, and
then click the Details button on the Entry bar; or right-click the entry,
select Details, and then click the Info tab.
2. Click the check box next to the group name to select a group.
3. To assign a color for easy identification (optional), click the Group
Colors button, select a color, and click the OK button.
4. Click the Apply button to save your groups, or click the OK button to
In the Address Book you can display all of the activities of one or several
groups. This is a good way to summarize information about a group or print
out contact information specifically for that group. For detailed information,
refer to the About Groups section in Chapter 8 – Other AnyTime Organizer
Features.
To add a photo:
1. Double-click an entry, and then click the Details tab; or select the entry,
and then click the Details button on the Entry bar; or right-click the entry,
select Details, and then click the Details tab.
2. Click the Add Photo button and browse to the image. Click Open and
then click the OK button to save your groups and close the Details dialog
box.
Once you have added a picture to an entry, you can display it using View 5
in the Address Book.
1. Double-click an entry, and then click the Info tab; or select the entry, and
then click the Details button on the Entry bar; or right-click the entry,
select Details, and then click the Info tab.
2. Click the New Date button, and then type a name.
3. Type a date, or click the Date drop-down arrow to select a date from the
Fast Date dialog box.
4. Select Birthday, Anniversary, or Other.
5. Click the Show in Day Planner check box to include this date in your
Day Planner.
6. Click the Apply button to add the date, or click the OK button to save the
date and close the Address details dialog box.
AnyTime Organizer can calculate the time from the birthday or event to the
day of the Day Planner notice, so when the birthday or event anniversary
displays in Day Planner it will include the person’s age (if it is a birthday) or
the anniversary year. To enable this calculation feature, select Settings from
the Options menu, click the Notifications tab in the Settings dialog box, and
then select Calculate Age and Anniversary.
AutoSchedule
Use AutoSchedule to schedule appointments, events, and to-do items with
people listed in your Address Book.
l. Click Address Book on the menu bar, and then click AutoSchedule; or
Right-click the entry, and then select AutoSchedule on the shortcut menu.
2. Select a contact from the Address Book Contacts list box.
3. Click the Description drop-down arrow, and then select a description.
4. In the Type section of the AutoSchedule dialog box, select Appointment
or to-do.
If you are using the Day Planner to schedule an appointment, the timescale
feature should be on. To turn on the timescale feature, click the Timescale
button on the Options bar at the bottom of the Day Planner window.
Printing Envelopes
With AnyTime Organizer, you can print an envelope addressed to anyone in
your Address Book. To specify envelope-printing options, such as the font,
style, and placement of the delivery and return addresses, select Envelope
from the Options menu.
Depending on your printer, you may need to set special printing options
or your printer may require additional preparation. Refer to your printer’s
manual.
To print an envelope:
You can choose to include or omit a return address. If you choose to include
a return address, type an address in the Return Address text box. When
you click the Print button, you will be asked if you want to save the new
address. If you do not want a return address to be printed, select Omit Return
Address.
To set printing and font requirements, click the Options button in the
Envelope dialog box.
The Envelope Options dialog box allows you to customize the print settings
for your envelope. From this dialog box you can:
AutoDial
Use AutoDial to place telephone calls via your modem to anyone who has a
phone number listed in your Address Book. Once the call is placed, pick up
the receiver and start talking.
If this is the first time you are using the AutoDial feature, click the Options
button to specify your dialing requirements.
To use AutoDial:
1. Click the Address Book button on the Navigation bar.
2. Select a contact from the Address Book.
3. Click the AutoDial button on the Options bar; or right-click the entry, and
then select AutoDial from the shortcut menu.
4. From the AutoDial dialog box, select a phone number.
5. Click the Dial button to place the call. Click the Cancel button to stop.
6. When the call is completed, click the Close button, and then return the
handset to the phone.
The phone is not disconnected until the handset is returned to the phone and
the Close option is selected.
Send E-Mail
The Send E-Mail feature of AnyTime Organizer allows you to e-mail anyone
in your address book who has an e-mail address. To use Send E-Mail, you
must have an e-mail program such as Microsoft Exchange, Eudora, MS
Mail, or other MAPI-compliant program.
AnyTime will open your default e-mail program with the contact’s e-mail
address included. If the contact does not have an e-mail address, no address
will be included in the To text box of your e-mail window.
1. Click the Address Book button on the Navigation bar, and then select a
contact in your Address Book.
2. Click File on the menu bar, highlight Send E-Mail, and then click
If there is more than one e-mail address for the contact, the E-Mail dialog
box will display the addresses. Select an address, or press and hold the Shift
key to select multiple addresses, and then click the OK button. An e-mail
window will display with the address(es) in the To text box.
To e-mail multiple contacts simultaneously:
1. Click the Address Book button on the Navigation bar, and then select a
contact.
2. Click File on the menu bar, highlight Send E-Mail, and then click
Multiple Recipients.
3. In the E-Mail Addresses dialog box, highlight an e-mail address in the
Select e-mail address from list box.
4. Click the To button to transfer the e-mail address to the Message
Recipients list box.
5. Repeat steps 3 and 4 until you have a list of e-mail addresses.
6. Click the OK button in the E-Mail Addresses dialog box.
7. Type your subject and message in the e-mail message window.
8. Click the Send button, or select Send from the File menu.
l. Select an item.
2. Select Copy Special from the Edit menu, or right-click an item and select
Copy Special from the shortcut menu.
3. From the submenu, select a level of the information to be copied.
4. The Copy Special text can be pasted into another program or in other
sections of AnyTime Organizer.
Copy Special can save you time. For example, when copying an entry from
the address book, the Letter Heading option of Copy Special will place the
current date, the selected name and address, and a greeting, such as “Dear
Mr. Ted Jones:” into a document.
The View buttons on the Options bar at the bottom of the Address Book
window allow you to display as much or as little information about a contact
as you choose.
Click the Sort by First Name button to sort entries by first name.
Click the Sort by Last Name button to sort entries by last name.
• Sort By
Click a selection to sort the entire Address Book alphabetically by
first name, last name, or company name.
• Include phone titles when synchronizing with handheld devices.
Select this option to include phone titles from your PDA.
• Set reminders for birthdays and anniversaries one week in
advance.
Select this option to be notified of important dates one week in
advance.
• Change Book Color
Display the color palette, then select a color for the Address Book.
The color of the border and numbers will change.
Printing Labels
AnyTime Organizer makes it easy to print Avery® labels for anyone in your
Address Book and supports the standard Avery label sizes and formats. Print
all of the addresses or print the same name and address on a sheet of labels.
To print a sheet of labels for multiple addresses:
Expenses
Displaying Expense View
Expense View enables you to track and manage the money you spend.
Itemize expenses by date, type, payment method, type of currency, and
location. For business meetings, you can include information about the
vendor and other attendees. Add details to the expense entry with notes and
time stamp the notes.
To display the Expense View, click the Expense View button on the
Navigation bar.
Expense
The Expense tab allows you to record information about an expense, such as
a description, date, amount, expense type, payment method, currency used,
location, and attendees.
Notes
The Notes tab allows you to record notes, memos, and information about the
expense and include a date and time stamp.
To Add Notes:
1. Right-click the expense, and then select Notes on the shortcut menu; or
double-click the expense and click the Notes tab; or select the expense,
click the Details button on the Entry bar, and then click the Notes tab.
2. Type the notes in the text box.
When you add notes to an expense, a clipboard icon is displayed next to the
entry in the Expense View window.
Groups
The Groups tab allows you to assign specific categories to expenses. You can
assign colors to expense categories for quick reference.
If you added a color to a group, the text in the group expense information
will display in that color.
In Expense View you can display all the expense activity related to one
or several groups. This is a good way to summarize information about a
group or print expense information specifically for that group. For detailed
information, refer to the About Groups section of Chapter 8 – Other
AnyTime Organizer Features.
You can also use the keyboard shortcut by simultaneously pressing the
Ctrl+Alt+C keys on your keyboard.
Quick Glances
Displaying the Quick Glances
AnyTime Organizer provides the perfect way to view and change your
schedule with the Week, Month, and Year Glances. Each Quick Glance
displays Day Planner information in a Calendar view and a Graph view.
Select any date or time block to see any day’s list of appointments, events,
and to-do items. You can display information about the activity of one or
several groups and summarize information about a group over a period of
time.
To display a Quick Glance view, click one of the Quick Glance buttons on
the Navigation bar.
The Week Glance in Calendar view displays event start times with partial
descriptions, and to-do items display check boxes with partial descriptions.
The Calendar views for the Week and Month Glances vary in appearance,
but they offer similar functionality and options.
CHAPTER 6 quick glances 6-1
Calendar view Graph view
The Month Glance Graph view displays the times down the left side and the
dates of the month along the top. The Graph view enables you to identify, at
a glance, times already scheduled and times still available.
In the Month and Week Glance Graph views, your schedule will be
represented with these colors:
The default setting for a busy day is five events or to-do items. You can
change the busy day setting by selecting Settings from the Options menu,
then clicking the Glances tab.
The Week and Month Graph views are for appointments and events
scheduled at specific times. If a start and end time for an event is entered, the
duration of the event will be displayed in the Graph view. An all day event,
such as a vacation day, will not be displayed in the Graph view.
Right-click on a date or time block to work with events and to-do items.
For example, from any Quick Glance view, right-click any day, then select
Go To Day Planner to jump to the Day Planner view for that day.
Calendar Views
The calendar views for the Week and Month Glances display a list of events
and to-do items for each day. Scheduled events display the start times and
part of the descriptions. To-do items display check boxes and part of the
descriptions.
You can check off to-do items as done directly from any Quick Glance by
selecting the to-do item and pressing the spacebar.
Graph Views
The graph views for the Week and Month Glances display shaded time
blocks indicating scheduled appointments and events.
The Quick Planner dialog box displays events and To Do items for a selected
day. From the Quick Planner dialog box you can:
• Edit an event or item by double-clicking it, or highlighting it and then
clicking the Details button on the Entry bar.
• Add an event by clicking the New Event button.
• Add a To Do item by clicking the New To Do button.
• Go to the Day Planner for the selected item by clicking the Go To
button.
The default setting for a busy day is five events or to-do items. You can
change the busy day setting by selecting Settings from the Options menu,
then clicking the Glances tab.
The Quick Planner dialog box displays events and to-do items for a selected
day. From the Quick Planner dialog box you can:
• Edit an event or item by double-clicking it, or highlighting it and then
clicking the Details button on the Entry bar.
• Add an event by clicking the New Event button.
• Add a to-do item by clicking the New To Do button.
• Go to the Day Planner for the selected item by clicking the Go To
button.
To make a copy of the item, press and hold the Shift key as you drag and
drop the item and a copy of the item will be dropped in the new location.
To reschedule an item:
• Click and drag an item to a new day and release the mouse button.
OR
• Click and drag the item from within the Quick Planner to the new
date or time block and then release the mouse button.
To reschedule an item to a day not visible on screen, drag the item into the
Drag Net, change the view to display a new date, and drag the item from the
Drag Net to the new date.
To reschedule an event or to-do item, right-click the event or item, and then
select one of the reschedule options from the shortcut menu.
Using AutoSchedule
Use AutoSchedule to schedule appointments, events, and to-do items with
people listed in your Address Book. To display AutoSchedule, select the
AutoSchedule option from the Day Planner or Address Book options on the
menu bar, or from the Week Glance, Month Glance, or Year Glance menus,
or right-click the event and select AutoSchedule from the shortcut menu.
Go To Today: Opens the Quick Glance to a view including the current day.
Graph view: Displays the graph view of the current Quick Glance.
Calendar view: Displays the calendar view of the current Quick Glance.
There are more Quick Glance options available for the Graph view. Select
Settings from the Options menu, and then click the Glances tab to specify
Graph view options, such as start times, stop times, and time increments.
AnyTime Organizer alerts you to a busy day when five or more events are
scheduled for one day. You can change this default setting by entering a
new event number in this option. When that number of events is reached,
AnyTime Organizer will display that day in yellow denoting it as a busy day.
You may want to create a new file for each person who will be using
AnyTime Organizer. This makes it easy to keep track of individual schedules
and Address Books.
The file that is created will be AnyTime1.atw. Be sure to save your file as
soon possible with a name of your choice.
You can also press and hold the Ctrl key, and then press the N key on your
keyboard to open a new file.
A new file opens, ready to enter schedule and Address Book information.
To open a file:
1. Click File on the menu bar.
2. From the File menu, select Open.
3. In the Open dialog box, select an AnyTime Organizer file.
If the file is not displayed in the current directory, locate and select the file.
The window’s title bar will display the name of the file.
AnyTime Organizer files can be identified by their file extension, .atw and
can be opened using the keyboard shortcut of Ctrl+O.
AnyTime files created with earlier versions can be updated to the current
version. Once an older file is converted, you cannot open the new file
with an old version of AnyTime.
Click the Address Sort button to the right of the Address text box to convert
and sort the information into the appropriate address text boxes.
Saving a File
Every time information is modified in the AnyTime Organizer schedule and
Address Book, you must select Save or Save As from the File menu to save
the changes before exiting the program.
AnyTime Organizer’s AutoSave feature can be set to save a file upon exiting
or every few minutes. Select Settings from the Options menu, click the
General tab, and select a save option. AnyTime Organizer adds an .atw file
extension to the file name.
Optimizing Files
Optimizing helps reclaim space in the AnyTime file by compacting
information and removing unused space. For example, if you delete an item,
document, or graphic in the Note Book section, remnants of previous entries
can linger on your drive and the file size may remain large. The Optimize
feature will remove any remnants and compact the file as much as possible.
If the file size does not change after optimizing, the file is fully optimized.
To optimize a file:
1. Click File on the menu bar, and then click Optimize.
2. Resolve any overdue items in the Overdue To Do Items dialog box, and
then click the Close button.
About Holidays
When AnyTime Organizer first starts, the Day Planner may already include
holidays. You can add, delete, or modify any of the holidays.
When you re-open your personal file, any changes you made to the holidays
will be displayed. If your holiday changes do not appear in your Day
Planner, the holidays.atw file needs to be attached. The Attached Files dialog
box displays all the files that are attached to your personal file and allows
you to attach additional files. To open the Attached Files dialog box, select
Attached from the File menu.
To attach a file:
1. Click File on the menu bar, and then click Attach on the File menu.
2. Click the Attach button in the Attached Files dialog box.
3. Click the file to be attached, and then click the Open button, or double-
click the file to be attached.
4. Click the Close button in the Attach Files dialog box.
You can detach a file the same way you attach a file, except in the Attached
Files dialog box select the Detach button.
Attached files are for viewing only. You cannot edit or change the infor-
mation in the attached file. To change that information, close the current
file and open the attached file. Once the attached file is edited and
saved, reopen your personal file to view the updated information.
When you create a new file in AnyTime Organizer, you can attach files by
default using the Automatically Attached Files option. From the Options
menu, select Settings, and then click the General tab in the Settings dialog
box. The Automatically Attached Files button is located on the General tab
of the Settings dialog box. For more information, refer to The Options Menu
section of Chapter 8 – Other AnyTime Organizer Features.
Merging Files
AnyTime Organizer can merge information from two AnyTime Organizer
files into one.
To merge files:
1. Click File on the menu bar, and then select Merge.
Deleting Data
You can delete highlighted data by pressing the Delete key on your
keyboard.
To delete data:
1. Click File on the menu bar, and then select Delete Data on the File menu.
2. Specify Events, or to-do items, or both in the Delete Data dialog box.
When completed, the current file will no longer contain the deleted data.
Before importing, make sure the file you are trying to import is in the proper
format. You may need to select the Save As menu option, then select the
appropriate file type – such as Text Only – for saving a .txt file.
Comma delimited and tab delimited refer to the way the pieces of infor-
mation – also called fields – in a file are separated and stored, either by
commas or tabs.
1. Click File on the menu bar, and then click Import on the File menu.
2. Enter the name of the file to import, or click the Browse button to locate
the file. The file name must have a .csv or .txt file extension.
3. Select Calendar Events, To Do List, or Address Book Contents, and then
click the Next button.
4. Preview the data file in the text box located within the Import dialog box.
Click the check box if you choose to use the first row of the data file as
headers for the fields, such as First Name for Addresses.
5. Click the Next button.
6. Select a pre-defined map option. A pre-defined map helps you import
your data file by selecting a title for each field, such as First Name.
7. If you do not use a predefined map, click and drag a field from the Import
list box to the AnyTime list box to create your custom import map.
8. To unlink a field, click the field in the Import list box, and then drag the
file to the empty space between the columns.
9. Confirm your mapping selections, using the Back button to make any
changes. Click the Finish button to complete the import process.
10. AnyTime will provide you with an information dialog box reporting a
successful import operation. Click the OK button.
Certain fields will always have an entry, while others could be empty.
Empty fields appear as two quotation marks within comma separators (,””,).
1. Click File on the menu bar, and then click Export on the File menu.
2. Select Events, to-do items, or Addresses, and then click the Next button.
3. Specify the starting and ending Date or Letter Range and other Export
Options, and then click the Next button.
4. Enter the name of the file to export to, or click the browse button to
locate the file.
The Address Book exports Home, Work, Primary, Alternate, or Other ad-
dress information.
Printing
Click the Print button, or select Print from the File menu, to print the
currently selected layout. For complete information on printing, refer to
Chapter 12 – Printing.
Page Setup
Select Page Setup from the File menu to select a layout size. For complete
information on the Page Setup option, refer to Page Setup in
Chapter 12 – Printing.
Print Setup
AnyTime Organizer prints to the default printer on your computer. Select
Print Setup from the File menu. Refer to Print Setup in Chapter 12 –
Printing.
Layout Preview
AnyTime Organizer offers over 250 layout designs. Select Layout Preview
from the File menu to view or change the current layout and to access
the many printing options. Refer to Chapter 12 – Printing for detailed
information on the Layout Preview window. This chapter also contains
layout samples.
AnyTime Online
AnyTime Online enables you to download files from Individual Software’s
Web site. Individual Software will provide various files for you to download
as they become available. They may include files such as NFL, NBA, and
NHL season schedules, Word of the Day, and many more. This feature
requires that you have access to the World Wide Web.
Note: Attached files will remain attached every time a file is opened.
To detach an attached file, see Attaching and Detaching Files in this
chapter.
Open - Select Open to close the currently open AnyTime file and open
the downloaded file.
Attached files are for viewing only. You cannot edit or change the
information in the attached file. To change that information, close the current
AnyTime file and open the attached file. Once the attached file is edited and
saved, close it and reopen your personal AnyTime file.
Backup/Archive
AnyTime Organizer has a built-in file backup system in order to protect
you from file corruption. For added security, AnyTime Organizer backs up
standard .ATW files and saves your password separately.
.ATW and .ATB: Standard AnyTime files. An .ATB file is the backup of
an .ATW file.
.ATQ and .ATY: Encrypted password files. An .ATQ file is the backup of
an .ATY file.
The .ATQ and .ATY files are encrypted for your security. For more
information, see Chapter 8 - Password Organizer Security.
AutoSave
AnyTime Organizer will automatically save your work every five minutes.
If you wish to change this, follow these steps:
2. Under the Settings window, adjust the amount of time you want AnyTime
Organizer to wait before AutoSaving.
Send E-Mail
Send E-Mail enables you to e-mail anyone found in the Address Book with
an e-mail address. See Send E-Mail in Chapter 4 - Address Book for more
information.
If a dialog box, such as the Details dialog box, is open, close it before
exiting.
If the AutoSave option is selected, you will not be prompted to save your
file; AnyTime Organizer will save your file upon exiting.
Address Book entries are listed in the Address Book Contacts area in the
lower portion of the dialog box.
If another appointment has been scheduled during the same time, a conflict
message will display.
Press and hold the Shift key as you drag and drop the item, and a copy
of the item will be dropped in the new location.
l. Select an entry.
2. Select Copy Special from the Edit menu, or right-click an item and select
Copy Special from the shortcut menu.
3. From the submenu, select a level of the information to be copied.
4. The Copy Special text can be pasted into another program or in other
sections of AnyTime Organizer.
An example of how Copy Special can save time is the Letter Heading
option, available when copying an entry from the address book. Copy
Special will place the current date, the selected name and address, and a
greeting, such as “Dear Mr. Ted Jones:” in a document. Try using Letter
Heading in combination with AnyTime Organizer’s Note Book.
Settings
The General tab
• Select the window to display on start up. Have the Day Planner,
Address Book, or any other window open when AnyTime Organizer
starts.
• Choose to launch AnyTime on Windows startup.
• Choose to launch Schedule Ticker on Windows startup
• Choose to launch Sticky Notes on Windows startup.
• Specify to open the last file that was used.
CHAPTER 8 OTHER ANYTIME Organizer FEATURES 8-3
• Save changes to the current file upon exiting.
• Save window positions and redisplay them upon opening. This is
useful if your desktop is customized to display several windows, such
as having the Day Planner and Address Book side-by-side.
• Turn off all alarms so you do not hear the sound or see the message.
However, the alarms will still be saved with the events and to-do
items.
• Create a backup file of your previous work.
• Hide the password in Password Organizer.
• Indicate how frequently to save your work.
• Select AnyTime Organizer files to be attached when new files are
created.
You can also send an alarm as a cell phone text messages to telephones.
Under the “Default To Addresses” text box, enter in the e-mail address
associated with the telephone number. Type the ten-digit number@
hostname.com/net. Depending on the phone service provider, the host
name will vary. Use this table for reference:
These e-mail host names are subject to change. Contact your phone carrier
directly for the most recent versions.
AutoDial
AutoDial displays options for making outgoing calls using a modem. See
the AutoDial section in Chapter 4 – Address Book for more information.
Envelope
From the Envelope Options dialog box, make any changes for printing
envelopes:
• Envelope Size – Select an envelope size.
• Feed From – Specify how the envelope is to be received by the printer.
• Feed Method – Select how the envelope is placed in the printer tray.
• Delivery and Return Address – Specify the fonts and the text position.
• Default – Click this button to return to the default printing settings.
Password
You can protect valuable or sensitive information in your personal data file
by assigning a password. You can also add a question to prompt the use of
the password each time you open your file.
The password only applies to the currently open file within the AnyTime
1. Click Options on the menu bar, and then click Password from the
Options menu.
2. Click the Remove button.
Using Find
Use Find to search for appointments, events, to-do items, addresses, or an
entry in the Note Book.
Search the Appointments/Events or to-do List pages of the Day Planner, the
About Groups
Use Groups to organize appointments, events, to-do items, expenses,
and contact information into different categories. Groups can be sorted
exclusively or color-coded so they stand out from other AnyTime listings.
You can also assign defaults to add any new information to a selected group
automatically.
The text for the entry in the Address Book will be colored red and the group
name will be listed in parentheses below the address. Even if you don’t
color-code the group, the group name will display in parenthesis below the
entry.
Groups can be set from within the Day Planner, Week Glance, Month
Glance, Address Book, to-do list, and Expenses. You can filter the groups to
display as many or as few at a time as you want.
In this example, all Medical group entries will display in red text.
To select a group:
l. Click the Groups button on the tool bar, or select Groups from the
Options menu.
2. In the Groups dialog box, click Filtering On.
3. Select the groups to be viewed or printed.
4. Click the OK button.
Select the <items not in a group> option in the list box to display all
information not assigned to a group.
If the <items not in a group> option is not selected, and one or more groups
are selected, only information from those groups will display.
When the filtering is on, there will be a Filter On indicator on the lower right
side of the status bar.
If the Group Filter is set to display only the Medical group entries, the Week
Glance and Month Glance will display only the Medical group entries.
If the Group Filter is set to display only the Medical group entries, the
Address Book will display only the Medical group contact information.
If the Group Filter is set to display only the Medical group entries, the to-do
View will display only the Medical group To Do items.
If the Group Filter is set to display only the Medical group entries, the
Expense View will display only the Medical group Expense items.
l. Click the Groups button on the Tool bar, or select Groups from the
Options menu.
2. Click the New button in the Groups dialog box.
3. Type the new group name, and then click the OK button.
The group name will be added to all group lists.
l. Click the Groups button on the Tool bar, or select Groups from the
Options menu.
2. Select a group name.
3. Click the Delete button in the Groups dialog box.
Once a group name is deleted, all items that were given that group name will
be displayed as an <items not in a group>.
l. Click the Groups button on the Tool bar, or select Groups from the
Options menu.
2. Select various options from the five drop-down menus listed. You
can specify default settings for Appointments/Events, Address Book
Contacts, To Do Items, Expenses, and Passwords.
3. Any new entries will automatically be added to these new groups by
default.
1. Click the Layout button on the tool bar, or click File on the menu bar
and select Layout Preview.
2. The Password Organizer will display the following information for
each entry: Title, Location, Type, User Name, Password, Account,
Description, Notes, and Groups.
3. Click the Print button.
4. The page size and orientation are 8 ½” x 11” and Portrait.
5. Click the OK button to print.
If you are moving files from one computer to another, be sure to move all
.ATW and .ATY files to the new computer and place both files into the same
directory. Otherwise, Password Organizer may not work properly. It is also
strongly recommended that you password protect your .ATW file, so that no
one but you can access your information.
Get the local time anywhere in the world. The AnyTime Earth Clock allows
you to select a location anywhere in the world and then place a clock of
its local time on your desktop. Place as many clocks on your desktop as
you need to keep the correct time in multiple locations for quick and easy
reference.
The Control Center provides you with a map of the world divided by time
zones. Within these time zones you can select a city or a general location, or
you can type the name of the city in the text box on the All Places tab. Once
you have selected a time zone, you can select a specific location name from
the list available on the This Zone tab. You can view the current time in the
location you have selected or you can scroll the world to find places in a
specific time.
The Clock Designer window provides you with tabs to set the Style, Colors,
Size and Text, as well as designate preferences.
A preview of your clock will display on the left side of the window allowing
you to view your settings and adjust the size of your clock before adding it
to your desktop or favorites list.
When you have finished designating your clocks, click the Close button
on the Control Center window. You can reopen the control center by right
clicking a clock on your desktop or by clicking the Earth Clock button on
the right side tool bar of the AnyTime Organizer window.
3. Click Preview to see how the selected screen saver will appear on your
monitor. Move your mouse or press any key to end the preview.
Note Book
Getting Started Using the Note Book
The Note Book helps you keep track of information that will supplement the
Day Planner, Address Book, and Quick Glances. Use the Note Book to write
letters, faxes, and memos; keep a daily journal; record personal information,
including bank account numbers and credit card information; track expenses,
travel information, notes, lists, and so on.
To display the Note Book, click the Note Book button on the Navigation bar.
Double-click the title bar to maximize the Note Book window. To restore
the Note Book window to its original size, click the AnyTime title bar icon
in the upper left corner of the window and click Restore.
To change the look and appearance of note text, highlight it and select an
option.
Another method for copying the entire item is to press and hold the Shift key
on your keyboard, drag the entry to the Drag Net, open the Note Book, and
then drag and drop the item from the Drag Net into the Note Book.
Writing a Letter
The Note Book works in combination with the names and addresses in your
Address Book by adding the letter heading for you.
l. Open the Address Book to the person’s name who is receiving the letter.
2. Highlight the entry.
3. Select Copy Special from the Edit menu, or right-click the item and
select Copy Special from the shortcut menu.
4. From the submenu, select Letter Heading.
5. Position your mouse pointer in the Note Book page, then select Paste
from the Edit menu, or right-click in the Notes page and select Paste
from the shortcut menu.
Copy Special will place the current date, the selected name and address, and
a greeting – such as “Dear Mr. Ted Jones” – into the Note Book.
You can also drag and drop an Address Book entry into the right Note Book
page and the letter heading will be created.
Your Journal notes will also carry a date stamp for ease of future reference.
Networking
Using AnyTime Across a Network
Business Version
In the Business Version, more than one user can access the same AnyTime
Organizer file at the same time. This is ideal in a small office where it is
necessary to share a database file between many users.
The Personal Version allows you to share AnyTime Organizer files between
two computers. However, more than two computers will require a business
license to share AnyTime Organizer files.
A File Server can be set up on any capable PC. If you are setting up the File
Server yourself, you need to designate the name of the File Server by right-
clicking My Computer, clicking Properties, and then clicking the Computer
Name tab (or Network Identification in Windows 2000).
The next step is to create a shared directory or folder to store AnyTime and
provide access to workstations. You will designate this location during the
installation of AnyTime.
To create a shared folder, first create and name a new folder on the File
Server in a convenient location.
• Right-click the new folder and click Sharing and Security on the
Shortcut menu.
• Click Share this folder.
The File Server Setup is a full install (140 MB) to the hard drive of
your server. All AnyTime Organizer Network content, media, and user
information will be stored on this server.
If do not have a Business License Key Code and want to set up a two-
workstation network version, leave the Business Key Code field blank.
This will install a two-workstation Business Version of AnyTime.
Other AnyTime users can now map to the shared file to access the
information. See page 10-6 for instructions on mapping a network drive.
Once you have obtained the new License Key Code, you will need to run the
Key Code Manager, a quick utility program to update the license associated
with AnyTime Organizer. This will ensure that the current data stored within
the central AnyTime Organizer file will remain intact, while allowing you to
alter the way in which this file is accessed. The Key Code Manager utility is
located in the same directory as the License File (“cfl.lcn”).
1. Run the Key Code Manager by double-clicking the icon in the AnyTime
Organizer directory on the File Server:
2. Key Code Manager will automatically retrieve your license file and
display this file in the License File field.
After you run this utility and update your license file, the workstations that
constitute your new network configuration will be able to access and modify
the AnyTime Organizer file.
1. Open My Computer.
2. On the Tools menu, click Map Network Drive.
3. For Drive, select a drive letter to map to the shared resource.
4. In Folder, type the server and folder name that you designated when you
set up the File Server, in the form of \\AnyTimeServer\AnyTime. Or
click the Browse button to locate the resource.
5. Check Reconnect at Login, and click Finish.
This network location will now be accessible from the My Computer window,
in the Network Drives section.
When the first user is done, the record will be unlocked for other users to
update. The file on the network refreshes every 15 seconds. This means that
every 15 seconds, all changes made by all users in the last 15 seconds will be
seen by all other users. The 15-second network interval is the program’s default,
and can be changed in the Network Dialog box. (See page 10-8 for a screen
shot.)
To Set Up Alarms:
Alarms in network mode are not established for all effected users when the
event is created, but are designated by each individual user. In other words,
when you create an event in network mode, the alarm settings are specific to
you, not to other users. Each user has the option to open the event record, once
it has been created, and to set up an alarm notification.
Alarms can be changed by your network administrator to work globally. See
Adminstrator Settings on page 13 of this guide for instructions.
Also, alarm settings and designations do not carry over when you upgrade from
the Personal version of AnyTime Organizer to the Business version. If you
switch versions or upgrade AnyTime Organizer, each user will need to reset the
alarms for all pre-existing records.
In network mode, the network administrator can change three specific controls:
There will be a file located in the File Share directory called CFL.INI. This file is the
control file for the network. This file can be opened and edited in notepad to enable
the above controls.
To Do Rollovers
To Do Rollovers by default are set to automatically rollover each day if they are not
completed.
Global Alarms
Alarms by default are set to work on individual workstations.
These settings affect all workstations. If you were running with individ-
ual alarms and switch to global alarms those individual alarms settings
will no longer apply. Changing these settings constantly is not recom-
mended.
AnySync makes it easy to synchronize the information from your AnyTime file,
located on your PC, with your handheld, mobile device, or Personal Digital As-
sistant (PDA). Additionally, you may want to sync your data between AnyTime
Organizer and other Personal Information Managers (PIM), such as Microsoft
Outlook or ACT!
With AnySync, the Calendar, Contact, and Task data stored in your AnyTime
file and the data in your PDA/PIM are automatically compared with one another
and the software modifies each list to make them identical and current. After a
successful sync, both your AnyTime file and your PDA/PIM should contain the
same, updated list of records. The benefit to synchronization is that you can up-
date your schedule, to-do list or contacts in either (a) AnyTime or your (b) PDA/
PIM at any time and be assured that your information will be updated in each
program or device automatically.
In order for AnySync to work properly, you must first ensure that your PIM/
PDA is already synching with the manufacturers’ desktop applications.
Some examples include Palm® Desktop, Windows ActiveSync ®, and
Mobile Device Center. You should consult your PIM/PDA instruction manual
and help system for guidance.
Data Types
AnySync makes every attempt to support the data types in each PIM and mobile
device:
Contacts—Contacts are used to keep track of people and their details. Also called
an Address Book, Contacts contain many pieces of key information about
people: their names, addresses, phone numbers, e-mail addresses, etc.
Tasks—Tasks are items that need to be done. These to-do lists are handy to keep
track of items that need to be completed.
Translators
A translator is the component the synchronization software uses to integrate AnyTime
or mobile device to the sync engine. The translator interprets the data, converts it into a
common readable form, and sends it to the sync engine. Two translators are necessary
to synchronize. When the translators both communicate to the sync engine, the engine
determines which items have changed on either side, determines what updates need to be
made, and then communicates those changes to each of the translators.
Profiles
A profile is the relationship between two translators. Synchronization is typically
performed between two data sources at a time. Multiple Profiles can be defined to
synchronize between more than two PIMs or devices.
Desktop Applications
• Microsoft Outlook 2000 / 2002 / 2003 / 2007
• Lotus Notes R5 / 6.0 / 6.5 / 7.0 / 8.0
• Lotus Organizer 5.0 / 6.0 / 6.1
• ACT! 2000 / 5.0 / 6.0
• Novell GroupWise 6.5.3x / 7.x
• Microsoft Outlook Express 5.x / 6.x
Mobile Devices
• Palm OS devices
• Microsoft Pocket PC 2000 / 2002 / 2003 / Mobile 5.0 / 6.0 devices
• Microsoft Smartphone 2003 devices
• Windows Mobile 5.0 / 6.0 for Smartphone devices
• Nokia phones
• Sony Ericsson Smartphones
• Sony Ericsson IrMC phones
• NEC 232E / a232 phones
How to Synchronize
First, make sure that your PIM/PDA is synching prior to using AnySync.
To launch AnySync:
The status window will show the synching progress and report any problems. For tips
and suggestions on each compatible PIM/PDA, consult the AnyTime Organizer Help
system.
Device Settings
Each Profile allows you to adjust
the synchronization settings for each
device. Make sure the check box for
each data field you want to synchro-
nized is selected and click OK.
Full Synchronization
When synchronization is executed for the first time, the software executes a Full
Synchronization. With Full Synchronization, the software tries to match each entry on
the mobile device to each entry in AnyTime Organizer. When an exact match is found,
those two entries are identified as the same. To make an exact match, the two entries
must be identical down to the punctuation in the description fields.
When you synchronize for the first time, you are given three options for each data source
you select to synchronize:
If AnyTime or your PDA/PIM already contains all of the information you need, we
recommend that you reset (or clear) all of the data on the other side so that all records
are sent to the other device.
However, if you have incomplete data on both devices, you should choose to copy data
in both directions. Full Synchronization looks for exact matches. If the PDA/PIM and
AnyTime both have similar, yet not exact data, you might receive two entries for the
same record. For example, if you have John Smith as a contact in AnyTime and John S.
Smith as a contact in your PDA/PIM, you will have two entries when synchronization
completes: one for John Smith and another for John S. Smith.
You can prevent duplicate entries if you choose to replace records from one side or the
other. For example, if you want AnyTime to take precedence over your mobile device
data because AnyTime contains your most up-to-date records, simply select to replace
the mobile device records. Selecting this option will delete all records from your PDA/
PIM and send all your AnyTime records to your PDA/PIM, making both AnyTime and
your PDA/PIM “in sync.”
Profiles
Profiles are created when using multiple PIMs and multiple mobile devices. A unique
profile is created for an association between translators. For example, AnyTime and your
mobile device would be one profile. Multiple mobile devices can be synchronized with a
AnyTime using a unique Profile for each Device-PIM combination.
Each profile can be configured to meet your needs. Synchronization settings, such as
Translators, Filters and Mapping, are saved on a per-profile basis.
More information about available profile settings are described in Profile Settings.
Any profile settings information unique to your mobile device or PIM can be found
under the Supported Applications and Mobile Devices topic in the AnySync Help
system.
Profile Menu
Profiles can be created, renamed or removed. You can manipulate profiles using the
Profile menu in the software.
To establish a unique relationship between data sources, a new profile must be created.
The first profile is automatically made for you when you start the software. If you
require more than one profile, you can create others.
When creating a new profile, you can choose to link it to the current profile by selecting
the “Link this profile to the active profile” option. Linked profiles allow you to sync
some data types from one PIM and other data types from another simultaneously. For
instance, you may wish to sync Contacts from Outlook Express and Calendar and Tasks
from Lotus Organizer to your device at the same time. In this case you would have a
profile for Outlook and your device and only select Contacts in the sync settings. Then
you would create a second profile for Organizer and your device and choose the link
option.
By default, when you link a new profile to an existing profile, the secondary profile
automatically sets its sync settings to sync only those items that are not selected in the
original profile to which it is linked. For instance, if your first profile has only Contacts
selected to sync, the secondary linked profile would automatically be set to sync all
remaining data types except Contacts. This is because you cannot sync the same data
type with both profiles.
By selecting each profile in the profile selector list, you can modify the settings of each
side independently of the other profile, with the exception of the data types you intend to
sync. The software will not allow you to sync the same data type in both profiles.
Note: Make sure if you are linking a new profile that the profile you want to link
with is currently selected in the Profile selector on the main screen.
Rename
Select any existing profile and select Rename from the Profile menu to rename
that profile. Renaming a profile is helpful if several profiles exist. For example,
one profile could be named “David’s Device” to differentiate from a profile named
“Susan’s Device”.
Delete
Select any existing profile and select Delete from the Profile menu to remove the
profile and its settings permanently.
Note: This option is not available if you only have one existing profile.
To change the Current Profile, select a different profile from the drop list.
Replace
Select Replace to continue with the current profile. The old device profile will be
removed and a new profile will be established with the new mobile device.
New
Select New to create an entirely new profile. The old device profile will be
preserved, or you can select Cancel and choose another available profile.
AnySync will work with a wide variety of devices. Depending on the environment,
problems can occur as a result of installation errors, data errors, or system errors. Review
the Errors and Warnings topic in the AnySync Help system to determine what problem
you are encountering. See below for general troubleshooting issues that can occur:
Unable to run AnySync
If you are unable to run AnySync, most likely the installation did not complete
normally. Please install AnySync again.
Unable to synchronize
If you are able to run AnySync, but unable to synchronize:
• Verify that the icons displayed on the main AnySync screen are the two
data sources you wish to synchronize.
• Check the settings for your synchronization profile to confirm the
translators are configured properly.
• If you are synchronizing with a mobile device, verify the device is
connected to the PC properly via the serial cable or infrared connection.
Printing
Introduction to Printing
Once you have entered scheduled information into the Day Planner, and
names and addresses into the Address Book, you may want to print that
information. AnyTime Organizer provides:
• Over 250 layout designs.
• 15 themes.
• Landscape and portrait printing on various paper sizes, including
8.5” x ll”, 5.5” x 8.5” organizer-size, and 3.75” x 6.75” pocket-size
paper.
• Customizable layouts.
• An on-screen preview of how the printed page will appear.
• Print your layout as a PDF file.
• And many more options.
Selecting a Layout
AnyTime provides layouts for each main feature window: Day Planner,
Address Book, Week Glance, Month Glance, Year Glance, and Note Book.
There are nine layout types, each with several layouts to choose from:
Some layouts may include only appointments and events, while others will
also include the to-do list and small calendars. You can preview the display
in the Layout Preview window. Depending on the layout, the combination of
information will vary.
To select a layout:
1. Click the Layout Preview button on the Tool bar to display a layout. If
you have not yet selected a layout, a default layout will be selected.
2. From the Layout Preview window, click the Layout button.
3. Select a layout type: Daily, Weekly, Monthly, Yearly, Address, To Do,
Note Book, Expense, or Password.
4. Select the layout style name from the type list to view a grayscale pre-
view and description of its features.
5. Click the OK button.
Customizing Layouts
You can customize your layout selection and modify colors, fonts, headers,
footers, and more.
1. From the Layout Preview window, click the Customize button on the
Tool bar.
2. Select a layout option, and then click the OK button.
In addition to layout options, you can choose from 15 different themes. They
are:
• Modern
• Calming
• Spirit
• Warm
• Tranquil
• Inviting
• Energy
• Solid
• Grey
• Ambition
• Earth Tones
• Pacific
• Vibrant
• Franklin
Details about each Customize Layout option are presented later in this chap-
ter.
Name
You can label your special layout with a unique name.
l. From the Customize Layout dialog box, click the Name tab.
2. In the Name field, type the new name.
3. To change the description of the layout, click the Description field and
edit the text.
4. Click the OK button to save your changes and return to the Layout Pre-
view window, or click Apply to see the changes in the Layout Preview
window without closing the Customize Layout dialog box.
Titles
The header is the text that displays at the top of the printed page. Depending
on the layout, there can be up to two lines of header text.
The footer is the text that displays at the bottom of the printed page. There
can be up to two lines of footer text.
There may be information in the header and footer fields, such as <span-
date> in the header area, and <layoutname> in the footer area. These are
codes, which tell AnyTime Organizer what to display. For example, <span-
date> tells AnyTime Organizer to display the date range being printed, such
as January l, 2006 - March l, 2006.
Enter the following codes into the header and footer areas to tell AnyTime
Organizer what to print on your layouts.
l. From the Customize Layout dialog box, click the Titles tab.
2. In the Header fields, type the new text or code(s).
3. In the Footer fields, type the new text or code(s).
4. Click OK to save the changes and return to the Layout Preview window
or click Apply to see the changes in the Layout Preview window without
closing the Customize Layout dialog box.
l. From the Customize Layout dialog box, click the Options tab.
2. Turn the options on or off. If the box next to an option is checked, the
option is on. Each layout presents different options. To see a description
of each option, press Fl to display online help.
3. Click OK to save the changes and return to the Layout Preview window
or click Apply to see the changes in the Layout Preview window without
closing the Customize Layout dialog box.
Fonts
Change the font type, size, style (such as bold), and color of your layout text.
l. From the Customize Layout dialog box, click the Fonts tab.
2. Select an item and click the Change button.
3. From the Fonts dialog box, select a font and click OK. To see a descrip-
tion of each Font option, press Fl to display online help.
4. From the Customize Layout dialog box, click OK to save your changes
and return to the Layout Preview window or click Apply to see the
changes in the Layout Preview window without closing the Customize
Layout dialog box.
If you increase font sizes, you may need to decrease the amount of
text to be printed on the page. For example, if the header “My Business
and Personal Schedule” fits on the page as 12 point, but doesn’t when
you increase it to 24 point, try changing the wording to “My Schedule.”
Otherwise, when you return to the Layout Preview window, the header
text may appear to print off the page. Or, if text is overlapping a border,
try removing the border.
To add a border:
l. From the Customize Layout dialog box, click the Borders tab.
2. Select an item.
3. Select a border type. If a button is darkened, it is selected.
4. Click OK to save your changes and return to the Layout Preview window
or click Apply to see the changes in the Layout Preview window without
closing the Customize Layout dialog box.
Shading
Shade or color specific areas of the layout.
l. From the Customize Layout dialog box, click the Shading tab.
2. Select an item and click the Change button.
3. From the Color dialog box, select a shading or color and click OK. You
can choose Define Custom Color to specify a unique color. For more
information, press Fl to display the online help.
4. From the Customize Layout dialog box, click OK to save your changes
and return to the Layout Preview window or click Apply to see the
changes in the Layout Preview window without closing the Customize
Layout dialog box.
If you are using a printer that does not print color, when printing certain
layouts, the shaded areas may appear too dark. This occurs because
some layouts have been specified to print in color and are not being
translated to a proper shade of gray for your printer. Printers vary greatly
on how they interpret colors into shades of gray. Change some of the de-
fault shading and color specifications to a lighter shade of gray or remove
the colors completely.
l. From the Customize Layout dialog box, click the Times tab.
2. Click the Start Time drop-down arrow and select the chart’s starting time.
3. Click the Increment drop-down arrow and select a time increment, either 30
minutes, 1 hour, or 2 hours.
4. Click OK to save your changes or click Apply to see the changes without
closing the dialog box.
l. Select Page Setup from the File menu or click the Page Setup button in
Layout Preview.
Print Position
Use the Print Position option to select where the layout will print on the
page. You must specify this if printing 5.5” x 8.5” and 3.75” x 6.75” size
layouts on both sides of 8.5” x ll” paper.
For example, if the printer prints an 5.5” x 8.5” layout on the top-left corner
of the page, then when the paper is turned over to print on the reverse side,
select the bottom-left position. The two layouts should print in the same area
of the page.
• Cut Lines – Select to print 5.5” x 8.5” layouts on 8.5” x ll” paper.
• Hole Guides – Select to print guide marks when hole punching the
page.
Print Adjustment
This is for printing to preprinted forms, such as Avery forms, when the
printed data is not correctly lined up within the forms. Press Fl, the Help key,
from the Page Setup dialog box for more specific information.
Print Adjustment controls how the printer places the text on the page, not
how the layout displays in the Layout Preview window, so your changes will
not be displayed on-screen.
Type the following numbers to adjust how the layouts are positioned on the
page. Each number is an increment of 1/32 of an inch, and you can move the
layout in either direction up to 2”.
• To move the layout up or down, select a number in the Top section.
• To move the layout right or left, select a number in the Left section.
Too high and far left. Too low and far right. Correctly aligned.
You can also click the Properties button to display other printer-specific
options, such as paper size, orientation, intensity control, dithering, printer
memory tracking, and handling of TrueType fonts.
Printing Overflow
Printing Overflow means there is too much information to fit on a single
page.
Depending on the layout, AnyTime Organizer will either print the overflow
items in a listing on a second page or print multiple pages of the layout.
Overflow Symbols
* An asterisk prints to show that there are more items than will fit in a
particular section or time block. The items that did not fit in the sec-
tion or time block will be printed on the overflow page(s).
+ A plus sign prints on Address Book layouts, when a phone number
and title – such as “home phone” – will not fit. This may occur if you
are using international phone numbers and long phone titles.
A repeating event bar displays on the Monthly Planner if you have already
set an event to repeat over consecutive days, such as Monday through Fri-
day.
TO use AnyTime’s Print to PDF feature, you first need to install the Print to
PDF feature using the AnyTime Organizer installation program.
Printing Envelopes
AnyTime Organizer makes it easy to print envelopes with the address of
anyone in the Address Book. A person’s address is placed on the envelope
as the delivery address. To do this, select Print Envelope from the Address
Book menu, or click the Print Envelope button in the lower portion of the
window.
Customize the way the envelope looks by setting the font, style, and place-
ment of the delivery and return addresses. Specify how the printer feeds the
envelopes. To set these printing options, select Envelope from the Options
menu.
Print Options
Click the Print button to print the current layout. The Print dialog box dis-
plays these options:
• Layout – Specify the name and style of the layout and the date and
periods to print.
• Printer – Specify the printer to use.
• Print Range – Specify pages to print on a multiple page printout.
• Copies – Specify the number of copies to be printed. If you are print-
ing a number of time periods, the copies will be printed for each time
period.
Double-Sided Printing
Printing layouts on both sides of a sheet of paper is useful when printing
Organizer-size and Pocket-size layouts. To do this, feed the paper through
a printer twice: print a layout on one side and then turn the paper over and
print another layout on the other side. After the layouts are printed, you can
combine them to create a book of calendars.
You may need to experiment a few times to discover how the printer
prints a 5.5” x 8.5” or 3.75” x 6.75” layout on the page. First try
printing to blank sheets of paper before printing to special preprinted
forms, letterhead, or perforated pages.
• Evaluate the direction of the printer’s paper feed. The best way to
solve this is to take a piece of paper with “Top” written across the top,
insert the paper into the printer’s input tray – noting if it is face up
and top heading in, or otherwise – and print something to this page.
The resulting printout should help you select Page Setup options for printing
5.5” x 8.5” and 3.75” x 6.75” layouts.
Please note: This example prints the Month Planner 5.5” x 8.5” layout to
both sides of a sheet of paper. It will print to an ordinary 8 l/2” by ll” page,
preprinted or special pre-perforated forms, and it assumes you are printing to
an HP LaserJet Series II printer.
Printing
1. Click the Print button at the top of the Layout Preview window. From the
Print dialog box, click the OK button. The Month Planner layout will be
printed in the Top Left portion of the sheet of paper.
2. Turn the printed sheet of paper over, and feed it into the printer in the
same direction as before.
3. Repeat steps 1-6 from the previous page. However, in step 6, select Top
and Right for the print position.
4. Click the OK button.
5. Click the Print button at the top of the Layout Preview window. From the
Print dialog box, click the OK button.
On the resulting printed page, both Month Planners should be located back
to back. Cut the layouts out of the page, or perforate the edges.
Daily Planner Daily Tracker
Daily Sprinter Daily Tri-Fold
Tri-Fold
Week Tracker (landscape) Week Planner Lite
Yearly Planner
You can also print Avery address labels, rotary cards, and name badges.
Password List
Keyboard Shortcuts
Day Planner
Note Book
Layout Preview
Misc.
Expense
Password
Troubleshooting
This Appendix covers system requirements, printing problems, specific
error messages, and general problems you may encounter when using the
AnyTime Organizer product.
Printing Problems
If you do not have a printer installed you will be unable to print.
Until a default printer driver is set up in Windows, you will be unable to
print or view the layout window. Select the correct printer by selecting
Printer Setup from the File menu.
If your laser printer doesn’t have enough memory it may not print
properly.
A full page 300 DPI layout generally requires a printer to have at least l MB
of memory installed. If a printer has only 5l2K, or has l MB or more but you
have downloaded soft fonts, then layouts may not print properly.
To fix this:
• Reduce the shading in AnyTime Organizer’s layouts.
• Reduce the DPI (dots per inch) resolution through the printer driver.
If you are still encountering problems when printing, please refer to the
Windows User’s Guide for information. You may also need to refer to the
printer’s documentation.
Why do my events appear twice? I try to delete one and they both
disappear!
This may be because of an attached file. To correct this, click Attach on the
File menu. Then click the Detach button. For more information, refer to
Attaching and Detaching Files in Chapter 7 – Managing Your Files.
All my events and to-do items are not displayed (in the Day Planner, the
Quick Glances, or the Layout window).
This may occur if you are set up to display certain Groups. To correct this,
click the Groups button on the tool bar and click the Filtering: Off option.
Refer to the section About Groups in Chapter 8 – Other AnyTime Organizer
Features.
For more details on holidays refer to the section About Holidays in Chapter
7 – Managing Your Files. For more details on attaching files refer to the
section Attaching and Detaching Files in Chapter 7 – Managing Your Files.
Why doesn’t my AnyTime Organizer file name appear in any of the File
menu dialog boxes?
You may need to change the drive and/or directory options displayed. If you
still cannot find your file, you can use Windows’ File Manager by clicking
Search on the File menu. AnyTime Organizer’s files have the file extension
of .ATW.
Why does my layout appear distorted in the Fit Whole Page view and fine
in the magnified views?
Occasionally a layout may appear to be incorrect when the full layout fits in
the window, but correct when you magnify, inspect, and print it. Click the Fit
Width or Actual Size buttons at the bottom of the page to enlarge and verify
the layout.
My Address Book is very large and sometimes it opens slowly. How can I
get it to open more quickly?
Please include your first and last name, the product name and version,
and your daytime phone number.
Drag Net
Dragging Items Between Features with Drag Net
The Drag Net is a holding place for items dragged from one place to another.
Depending on the area of AnyTime Organizer you are in, an item will
behave differently when dragged into the Drag Net and then dropped into its
destination.
Appt/Events
Timescale on: Drag to specific time.
Timescale off: Defaults to earliest
To Do View Day Planner Yes
scheduled hour.
To Do List
Item entered as unchecked.
Appt/Events
Timescale on: Drag to specific time.
Timescale off: Retains time set in
Week Glance/
Day Planner Yes Week Glance
Calendar View
To Do List
Item entered as unchecked.
Calendar view
Item defaults to the time set in Week
Week Glance/ Glance.
Month Glance Yes
Calendar View
Graph view
Drag item to specific date and time.
Week Glance/
Address Book No None
Calendar View
Week Glance/
Expense No None
Calendar View
Day Planner To Do View Yes Item date and due date default to
today's date.
Day Planner Note Book Yes Item drags into the main Notes
section.
Calendar view:
Item defaults to the time set in day
Day Planner Week Glance Yes planner.
Graph view:
Drag item to specific time of day.
Calendar view:
Item defaults to the time set in day
planner.
Day Planner Month Glance Yes
Graph view:
Item defaults to the time set in day
planner.
Calendar view:
Item defaults to the time set in day
Day Planner Year Glance Yes planner.
Graph view:
Drag item to specific date and time.-
INDEX I-1
letter heading 9-3 Drag and Drop 3-11, 4-7, 6-6
Current Network User Count 10-4 change event to to-do item 3-13
Customer Support xii change to-do item to event 3-13
Customer Satisfaction xi reschedule event 3-12
Customize Layouts (see Layouts) schedule appointment with person in Address
Cut Book 4-6
using 8-2 Week Glance
Cut lines 12-10 reschedule an item 6-6
using Drag Net 9-3
D Drag Net 3-11, 4-7, 6-6, 9-3
Duplicate an item 3-11
Daily Journal Entry 9-4
Daily Layouts 12-17 E
Day Planner 2-1, 2-5, 3-1
add Earth Clock 2-12
appointment 3-2 E-mail
event 3-2 one person 4-10
to-do item 3-3 multiple persons 4-11
untimed event 3-3 E-mail Alarm 3-2
add notes Entry bar 2-2
event or to-do item 3-9 buttons 2-4
Adding an Appointment or Event 3-2 Envelopes
autoschedule 3-13 option dialog 4-8
button 2-4 options 8-7
details dialog 3-6 print 4-8
display 3-1 envelope options dialog 4-8
drag and drop printing 12-14
change event into to-do item 3-12 Event
change to-do item into event 3-12 add 3-2
features 3-11 add notes 3-8
reschedule an event 3-12 autoschedule 3-13
getting started 3-1 duplicate 3-11
groups 3-9 export 7-10
open 3-1 groups 3-9
options 3-14 import 3-4, 4-2, 7-9
repeating event or to-do item repeating 3-8
set 3-8 reschedule 3-11
reschedule Untimed 3-3
event or to-do item 3-10 Exit 1-3, 7-14
Schedule Ticker 3-16 Expenses 5-1
Sticky Notes 3-15 adding an Expense 5-1
Untimed Event 3-3 expense details 5-2
Default Groups 8-13 Export
Deleting addresses 7-10
data 7-8 events 7-10
group name 8-12 file 7-10
Detach file 7-5 to-do items 7-10
Double-sided printing 12-15
Drag and Drop 3-11
INDEX I-3
Password Organizer 2-11, 8-13
Paste
N using 8-2
PDA 11-1
Network 10-1
PDF Driver 12-13
business version 10-1
Personal Digital Assistants 11-1
installation 10-1
Phone Text Message Alarm 8-5
standard version 10-1
Printing 7-1, 12-1
using AnyTime across a 10-1
double-sided 12-15
Network Dialog Box 10-4
envelopes 4-8, 12-14
Network Enabled 10-4
envelope options dialog 4-12
Network Users 10-5
introduction to 12-1
Networking 10-1
layout preview window 12-1
Networking Information 10-2
options 12-14
New file 7-1
overflow 12-12
Note Book 2-8, 9-1
overflow symbols 12-13
add entry 9-1
print setup dialog 12-12
date/time stamp button 9-2
repeating event bars 12-13
fonts and styles 9-2
select a layout 12-1
layouts 9-4, 12-32
setup 7-12, 12-9
letter heading 9-3
Printing Envelopes 4-8, 12-14
open 9-1
Priority level
printing 9-4
to-do item 3-3
writing a letter 9-3
Product Registration xi
O Q
Open File 10-3
Quick Calendars 3-5
Open the Network File 10-3
Quick Glances 2-7, 6-1
Optimizing Files 7-4
autoschedule 6-6
Options bar buttons 2-4
calendar view 6-3
Options menu 8-3
drag and drop features 6-5
autodial 8-7
reschedule an item 6-6
envelope 8-7
graph view 6-4
groups 8-9
options 6-7
settings 8-3
using 6-1
Overflow
printing 12-12 R
P Refresh Interval 10-4
Register Software (see Product Registration)
Page flip 2-1, 2-6
Repeating event bars 12-13
Page setup 7-11, 12-9
Month Planner 12-27
page options 12-10
Repeating event or to-do item 3-8
cut lines 12-10
hole punch guides 12-10 S
print adjustment 12-10
print position 12-9 Saving
Password 8-7 layout 12-4
remove 8-8 Saving a file 7-3
T
Technical Support xii
Text Message Notification 8-5
Theme (see Layouts)
To-do
Adding a to-do item 3-3
To-do item
add notes 3-8
alarm 3-6
autoschedule 3-13
duplicate 3-11
groups 3-9
priority level 3-3
repeat 3-8
reschedule 3-10
To optimize a file 7-4
Tool bar 2-1, 2-2
buttons 2-3
U
Unlock Network File 10-4
Untimed Event 3-2
Untimed event, adding 3-2
Updating the Network File 10-3
INDEX I-5