Call Tracker is a program for the PalmPilot that lets you keep track of all of your calls. You can track incoming calls, outgoing calls, and schedule calls to be made at a later time. It includes notes for each call, spaces to record the caller, the reason for the call, the duration of the call, the result of the call, and more.
IMPORTANT NOTE: Call Tracker does NOT work with the Palm Personal.
Included in this archive are the following packages:
ÑCallTracker.prc
This is the software package that you need to install on your PalmPilot.
ÑCallTracker.pdf
This is the users╒ manual for Call Tracker.
ÑCallTracker.txt
This is a text only format of the users╒ manual. If at all possible, use the pdf version of the manual as it has layout and graphics that cannot be included in the text version. The pdf version of the manual is viewed using Adobe¿ Acrobat Reader¿. This can be obtained free of charge at www.adobe.com.
ÑSAStuff.txt
A list of all of the software available from Stand Alone Inc.
1.2 System Requirements
Call Tracker is designed to work on both the PalmPilot Professional the Palm III device. Throughout this manual, PalmPilot is used to refer to any of these units.
1.3 Registering Call Tracker
Call Tracker is Shareware, and costs $29.95.
The Call Tracker Demo will work for a 30 day trial period. At the end of the 30 Days, it will stop working. To avert this tragedy, you will need to get in touch with Stand Alone to register your software. You can register with us by several different methods.
You will need to include the following information, no matter how you choose to register. Most importantly, you need to include your name EXACTLY as it is entered in your PalmPilot, including spaces. We use this to generate your password, so it must be precise. You will need to specify which programs you wish to register, and include payment for each of them. We accept Visa, Mastercard, and American Express. If you are using normal mail, you can send us a check as well. Make sure to include your card number, the expiration date, and what type of card you are using. You also need to give us a way to get in touch with you. Email is the preferred way, followed by your address and phone number. An Email address is not strictly necessary, but it will result in much faster service.
For instant gratification, register by phone, and pay using Visa or Mastercard. To do so, call (773) 477-2492 and we will give you a password right over the phone.
Alternatively, you can send us a check to the address below.
You can also Email us. Just Email us the relevant information, and we╒ll send you a code. If you are registering through Compuserve, use, GO SWREG.
Once you register, you will receive a password from us. You can install this password one of two ways. There is an option to Enter Password via the Enter Password option in the menu. Tap on it to bring up a screen that has a space to enter the password.
1.4 Contacting Stand Alone Inc.
There are several ways to get in touch with us here at Stand Alone, Inc. Email is the preferred form of communication, but whatever works for you is fine. If you have any questions, comments, suggestions or compliments, please don't hesitate to contact us through any of the methods listed below.
1.4.1 Business Hours
Stand Alone is open from 9 AM to 7 PM Monday to Thursday, 9 AM to 6 PM Friday,
10 AM to 4 PM Saturday and we are CLOSED on Sunday. These times are CST and GMT -5.
1.4.2 Email
internet: info@standalone.com
AOL: Std Alone
CompuServe: 76342,3057
1.4.3 Phone
Voice: (773) 477-2492
Fax: (773) 477-2579
1.4.4 Regular Mail
Stand Alone
3171 N. Hudson, Suite 1
Chicago IL, 60657
USA
1.4.5 World Wide Web
http://www.standalone.com
1.5 Reporting Bugs
If you find a bug in our software, it would be helpful if you reported the bug to us. To report a bug, please Email us with Bug Report Request in the subject line. In the Email, include the following information:
ÑWhat type of PalmPilot you are using (i.e. Personal)
ÑThe software name and version number (i.e. Call Tracker 1.0)
ÑThe error number
ÑA brief description of how we can recreate the error
ÑYour name and Email address so we can contact you when the bug is
fixed
When reporting bugs, it is best to Email us, rather than calling, so that the programers have a written record of the information they need to solve the problem.
As soon as we receive your Email, the programer will examine the problem, and fix it.. Because our programers are busy creating software, it can take a while for them to reply, but they will release a new version of the software that fixes the bug as soon as they can.
1.6 Version History
Version Date Notes
1.0 June 5, 1998 First public release
2 Main Screen
Call Tracker╒s main screen gives you an overview of all your recorded calls. Tap on any of the listed calls to view their specific information.
2.1 Viewed Calls
The top of the main screen lists the three types of calls. If the checkbox next to a call type is checked, then the call type is shown on the main screen.
2.2 Scroll Bar
If you have more calls than can fit on the screen, then the scroll bar lets you scroll through your list of calls.
2.3 Call Types
The symbols on the far right tell you at a glance what kind of call is listed. You can turn these symbols off through the main screen╒s options menu.
2.4 Column Width
By tapping and dragging the column dividers, you can resize the columns.
2.5 Check Box Menu Options
If you tap the silkscreen Menu button when you have selected a call by checking its checkbox, you have access to the Call menu. The Call menu lets you perform four actions to all of the calls that are checked.
2.5.1 Post to Date Book
Selecting this option posts the call to the Date Book application.
2.5.2 Post to To Do List
This option posts the selected calls to the To Do list.
2.5.3 Delete Call
Delete Call permanently deletes all of the selected calls.
2.5.4 Duplicate Call
Selecting Duplicate Call creates copies of all of the selected calls.
2.6 Column Settings
The Column Settings screen is found by tapping the silkscreen Menu button, selecting Options, and then tapping Column Settings.
2.6.1 Number of Columns
Using the picker, you can set the number of columns viewed on the main screen from between 1 and 6.
2.6.2 Column Contents
The contents of each column is determined by these pickers. Using the picker, select the information you wish to view for each column. The information for columns greater than the number of columns shown on the screen will not be viewed. For example, if Number of Columns is set to three, then the contents of columns four, five, and six will not be shown.
2.6.3 Show Type Icons at Right
If this box is checked, the icons for each of the call types will be shown in the main screen.
2.7 New Calls
Tap the New button at the bottom of the screen to create a new call. Select the type of call that you wish to create from the picker that appears.
3 Tracking Calls
Call Tracker includes three types of calls, as well as a number of shortcuts and special menu options.
3.1 Log Incoming Calls
The Log Incoming Calls slip is used for tracking calls that you receive.
3.1.1 From (Fr)
Enter the name of the caller on this line. You can use the picker to the left of the Fr line if the caller is in the PalmOS device╒s Address book. If you enter the first letter, or first couple of letters, then the picker will included all the names from your Address book that start with those letters. Select the name from the picker to enter it onto the Fr line.
3.1.2 Phone Number (Ph)
The Ph line is used to record the phone number of the person you are calling. If you used the To picker to enter the name of a person in the Address book, and that person has a phone number listed for them, then their phone number will appear in the Ph picker.
3.1.3 Reason (Re)
On these lines, enter the reason for the call. You can include commonly used reasons in the Re picker. You can add a new reason to the picker by entering a reason on to the provided spaces, tapping the picker, and selecting Add to List.
To modify an entry, tap on the picker and select Edit List. A screen then appears with all of the list items. If you select an item from the list, it will appear on the text lines at the bottom of the screen. After you have edited the item on the text lines add it to the list by tapping the Add button.
You can remove an entry in one of two ways. You can either select the item in the Re picker and tap Remove Item from List, or select the item in the Edit List screen, and tap the Remove button.
Any item that you enter into the Incoming Calls Re picker will only effect that picker, and not the Outgoing Calls, or Scheduled Calls Re pickers.
3.1.4 When
The call╒s date is set to the current date by default. To change the date, tap on the date box. A screen will appear with a calendar. Tap the desired date on the calendar to set the new date. If you want to keep the current date, tap the Cancel button to return to the Call screen.
The time of the call is set by default to the time that the call slip was opened. To set a new time, tap on the time box. Then, select a new time from the window that appears.
3.1.5 Duration
You can record the length of the call with the Duration button. Tap the Duration box to start timing the call, and tap it a second time to stop the call.
3.1.6 Note Icon
To add a note to the call, tap on the Note icon. If the box next to the note icon is empty, then there are no notes associated with the call slip. If the box is checked, then there is a note attached to the call. A note screen then appears where you can enter your note.
3.1.7 Done
When you are finished recording the information for the call, tap Done to go back to the main screen.
3.1.8 Follow Up
If the incoming call needs an additional call to follow it, the Follow Up button provides an easy way to track the next call. Tapping the Follow Up button creates a new Schedule call, as described in Section 3.3
3.2 Log Outgoing Call
Log Outgoing Call is used to record calls that you make.
3.2.1 To
Use this space to record who you are calling. The To picker works identically to the Fr picker described in Section 3.1.1.
3.2.2 Phone Number (Ph)
The Ph line is used to record the phone number of the person you are calling. If you used the To picker to enter the name of a person in the Address book, and that person has a phone number listed for them, then their phone number will appear in the Ph picker.
3.2.3 Reason (Re)
The Re line is identical to the Re line of the Incoming Calls slip, as described in Section 3.1.2.
Any items that you enter in to the Outgoing Calls Re picker only effect that picker, not the Incoming Calls or Schedule Calls Re picker.
3.2.4 Result
You can record the result of the Outgoing call on this line. The Result picker includes six messages, and you can edit the list as well.
To edit the Result list, follow the instructions for the Re picker described in Section 3.1.2
3.2.5 When
The call╒s date is set to the current date by default. The When section of the Outgoing call is identical to the Incoming call╒s When option described is Section 3.1.3.
3.2.6 Duration
You can record the length of the call with the Duration button. Tap the Duration box to start timing the call, and tap it a second time to stop the call.
3.2.7 Note Icon
To add a note to the call, tap on the Note icon. If the box next to the note icon is empty, then there are no notes associated with the call slip. If the box is checked, then there is a note attached to the call. A note screen then appears where you can enter your note. The note screen is identical to the one described fully in Section 3.1.5.
3.2.8 Done
When you are finished recording the information for the call, tap Done to go back to the main screen.
3.2.9 Follow Up
If the incoming call needs an additional call to follow it, the Follow Up button provides an easy way to track the next call. Tapping the Follow Up button creates a new Scheduled call, as described in Section 3.3.
3.3 Schedule Call
The Schedule Call slip is used for recording calls that you plan to make in the future.
3.3.1 To
Use this space to record who you are calling. The To picker works identically to the Fr picker described in Section 3.1.1.
3.3.2 Phone Number (Ph)
The Ph line is used to record the phone number of the person you are calling. If you used the To picker to enter the name of a person in the Address book, and that person has a phone number listed for them, then their phone number will appear in the Ph picker. The Ph picker is identical to the Ph picker described in Section 3.2.2.
3.3.3 Reason (Re)
The Re line is identical to the Re line of the Incoming Calls slip, as described in Section 3.1.2.
Any items that you enter in to the Schedule Calls Re picker only effect that picker, not the Incoming Calls or Outgoing Calls Re picker.
3.3.4 When
Use the When section of the Scheduled Call slip to record when you wish to place the new call. The call╒s date is set to the current date by default. It works identically to the one described in Section 3.1.3.
3.3.5 Alarms
The Schedule Call slip has an alarm function that will notify you when it is time to place the call. If the box next to the alarm symbol is checked, then there is an alarm set for the Scheduled Call. To set an alarm, tap on the alarm symbol. Next, from the picker that appears, set the time of the alarm.
If you don╒t like any of the choices from the alarm picker, then create your own time with the Other Time option.
When you choose the Other Time option in the alarm picker, the Set Alarm Time window appears.. To set a custom time, select Time before, and then choose Days, Hours, or Minutes from the picker. Finally, enter the number of how many of the units of time before the time of the call that the alarm will sound.
You can also choose to set the alarm to go off at the time of the scheduled call.
To turn off an alarm, select None from the Alarm picker.
3.3.6 Note Icon
To add a note to the call, tap on the Note icon. If the box next to the note icon is empty, then there are no notes associated with the call slip. If the box is checked, then there is a note attached to the call. A note screen then appears where you can enter your note. The Schedule Call notes are identical to the notes described fully in Section 3.1.5.
3.3.7 Done
When you are finished recording the information for the call, tap Done to go back to the main screen.
3.3.8 Place Call
Tapping the Place Call button opens up a new Outgoing Call slip, and makes it easy to record the everything you need when you place the scheduled call.
3.4 Shortcuts and Specials
When you have a call slip of any type open, you can access a number of special features and short cuts by tapping the Menu silkscreen button. The Graffiti shortcuts are listed next to each menu option.
3.4.1 Call Menu
The Call menu has seven special commands.
New Incoming Log
Selecting New Incoming Log creates a new Incoming call slip.
New Outgoing Log
New Outgoing Log creates a new Outgoing call slip.
Schedule Call
Schedule Call creates a new Scheduled call slip.
Post to Date Book
Selecting this option places call slip that is currently open in the Date Book.
Post to To Do List
Post to To Do List places the currently open call slip in to the built in To Do list.
Delete Call
Selecting Delete Call permanently deletes the currently open call slip.
Duplicate Call
Duplicate Call creates an identical copy of the currently open call slip.
3.4.2 Edit Menu
The Edit menu has not been changed from the standard PalmOS edit menu.
3.4.3 Options
The Options menu gives you access to the Enter Password screen where you enter your registration code, and also the About screen which includes the version number, registration information, and information on how to contact us.
