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INDIVIDUAL, the INDIVIDUAL logo, AnyTime Organizer, and AnySync are trademarks of Individual Software Incorporated.
Copyright 2007 iAnywhere Solutions, Inc. All rights reserved.
All other trademarks are the property of their respective holders.
Table of Contents
Introduction
Welcome to AnyTime Organizer.................................................................................ix
AnyTime Organizer Users Guide and Help System...................................................x
Customer Support.........................................................................................................x
Sticky Notes............................................................................................................2-13
Schedule Ticker.......................................................................................................2-14
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
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
iii
Print Setup...............................................................................................................7-11
Layout Preview........................................................................................................7-11
AnyTime Online......................................................................................................7-11
Backup/Archive.......................................................................................................7-13
AutoSave.................................................................................................................7-14
Send Mail................................................................................................................7-14
Exiting AnyTime Organizer....................................................................................7-14
Note Book
Networking
iv
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
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
vi
Introduction
Welcome to AnyTime Organizer
AnyTime Organizer is a complete personal information manager that helps
you keep track of day-to-day appointments, events, expenses, and to-do
items. You can keep a list of family, friends, and business contacts using the
Address Book. Plus, you can print your schedule and addresses using over
250 different calendar and address book layouts.
AnyTime Organizer also offers:
Networking capabilities to enable multiple users to access information
over a network.
A quick and easy way to enter or change appointments, events, and
to-do items to effectively manage your daily schedule.
The easiest way to keep a current address book.
A large variety of print formats to carry with you, put in an organizer
or pocket-size binder, or to give to friends and colleagues.
Alarms to notify you of upcoming appointments, events, and to-do
items.
An easy way to enter repeating appointments, events, and to-do items.
AnyTime Organizer can be used by anyone, computer expert or not!
Throughout the program you will find an intuitive, graphical environment to
guide you and make using AnyTime Organizer simple and fun.
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
Help System
Detailed information about AnyTime Organizer features.
Accessible by clicking Help on the menu bar, and then selecting AnyTime Organizer Help.
Customer Support
At Individual Software, we are dedicated to supporting our customers and
place the highest priority on customer satisfaction. Please review the following 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 feedback or product suggestions.
INTRODUCTION
xi
xii
Web Addresses:
Technical Support Web:
www.individualsoftware.com/support
www.individualsoftware.com/customercare
Comments Web:
www.individualsoftware.com/comments
Company Site:
www.individualsoftware.com
Telephone Numbers:
Technical Support:
Customer Care:
Fax:
(800) 331-3313
(800) 822-3522
(925) 734-8337
Individual Software
4255 Hopyard Road, #2
Pleasanton, CA 94588
E-mail Support:
Technical Support:
techsupport@individualsoftware.com
customercare@individualsoftware.com
Comments E-mail:
comments@individualsoftware.com
INTRODUCTION
xiii
xiv
The instructions in this chapter will guide you through installing AnyTime
Organizer to your hard drive.
CHAPTER 1
EXPENSES
1-1
3. In the Run dialog box, type: D:\SETUP in the Open text box. (This
example uses drive D as the drive letter of your CD-ROM. Change this
letter if your CD-ROM drive letter is different.)
4. Click the OK button or press the Enter key on your keyboard to start the
installation program.
5. Select AnyTime Organizer from the installation menu.
6. Follow the on-screen directions for installation.
1-2
If any dialog box is open, you must close it before exiting AnyTime
Organizer.
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 Organizers AutoSave feature will save your changes upon
exiting.
CHAPTER 1
EXPENSES
1-3
An Overview of AnyTime
Organizer
All About the AnyTime Organizer Window
When you first start AnyTime Organizer, the Day Planner displays:
Menu Bar
Entry Bar
Title Bar
Tool
Bar
Day Planner
Navigation
Bar
Page Flip
Options Bar
Daily Journal
Status
Bar
Quick Calendars
CHAPTER 2
2-1
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 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 specific 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.
2-2
Week Glance
Month Glance
Year Glance
To-do List
Expenses View
Password Organizer
Earth Clock
Layout Preview
Cut
Copy
Paste
Delete
Find
Groups
Help
Drag Net
Sticky Notes
CHAPTER 2
2-3
Notes
Reschedule
Timescale On/Off
Go To Today
Fast Date
View l
View 2
View 3
View 4
Calendar View
AutoDial
Print Envelope
Occupied Time
Sort by Company
2-4
Quick Calendars
View 5
Send Mail
2-5
View another day by selecting the Fast Date button on the Options bar, or
by clicking the Page Flip buttons located at the bottom corners of the Day
Planner. To view more than one day of your schedule at a time, select the
Week Glance, Month Glance, or Year Glance views, which are located on
the Navigation bar.
Address Book
and make calls for you! The Autodial feature places telephone calls by
modem to anyone listed in your Address Book.
AutoSchedule is your shortcut to scheduling appointments and meetings with
any of your Address Book contacts. Display AutoSchedule, set a date and
time, and your schedule is updated.
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.
CHAPTER 2
2-7
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.
Your Journal notes also provide a date stamp for reference.
Layout Preview
AnyTime Organizer offers over 250 layouts. Click the Layout Preview
button, select a layout, customize it, and print it.
2-8
Choose from Daily, Weekly, Monthly, Yearly, Address, To Do, Note Book,
Password and Expense layouts. For example, Daily will display a list of
layouts that print a daily schedule. AnyTime Organizer layouts will print on
standard Organizer and Pocket size pages for use with Day Runner, DayTimer, Filofax, or Franklin organizers.
CHAPTER 2
2-9
Expenses
Track and manage your expenses with AnyTime Organizer. Itemize by
date, type, payment method, type of currency, and location. For business
meetings, you can include information about the vendor and attendees. You
can add detailed notes to the expense entry and include a Date/Time stamp.
Now, with quick access to a calculator, your AnyTime Organizer will keep
your expenses accurate. Click Calculator on the Expense View menu, or
you can also use the keyboard shortcut by simultaneously pressing the
Ctrl+Alt+C keys on your keyboard.
2-10
Password Organizer
The AnyTime Password Organizer provides you with a secure location to
store all of your passwords, PINs, Login IDs, and more. Using the same
encryption security as banks and financial institutions, youll always have a
safe place with quick access to all of your private information.
CHAPTER 2
2-11
Earth Clock
Get the local time anywhere in the world. Place as many clocks on your
desktop as you need to display the correct time in multiple locations for
quick and easy reference.
2-12
Sticky Notes
Add any item from your to-do list, Timed or Untimed Events, and Addresses
to a Sticky Note and place it anywhere on your desktop! These unique
little reminders can be customized by color and font to help you keep your
important items in plain sight. If you close AnyTime Organizer, your Sticky
Notes will stay on your desktop.
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
CHAPTER 2
2-13
Schedule Ticker
Youll 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
2-14
Screen Saver
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.
2-15
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.
CHAPTER 3
day planner
3-1
3-2
the address that the notification will be sent from in the From Address
text box. For a table of text message formats by phone carrier, see The
Options Menu in chapter 8.
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.
CHAPTER 3
day planner
3-3
To cancel the entry, click the Cancel button on the Entry bar, or press the Esc
key on your keyboard.
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 rightclick the item and select Details on the shortcut menu.
To Do View
In Day Planner, each days to-do items are displayed on the right side of the
page. A comprehensive list of all available to-do items, completed and not
completed, can also be displayed. To display the complete list of to-do items,
click the To Do view button in the Navigation bar.
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.
CHAPTER 3
day planner
3-5
Click Day Planner on the menu bar, then select Quick Calendars.
OR
Highlight the event or to-do item, and then click the Details button on
the Entry bar.
OR
Right-click the event or item, and then select Details on the shortcut
menu.
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.
3-6
To use your own MP3, WMA, or WAV music file as your alarm
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 todo 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.
Click a view to display an expanded or condensed version of the Day
Planner. The views may display a musical note to indicate an alarm and a
CHAPTER 3
day planner
3-7
sticky note to indicate additional details added to your event or to-do item.
If you have an event or to-do item that occurs regularly, such as a weekly
meeting or changing the oil in your car, enter it once as a repeating event.
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.
3-8
You can also add a journal entry from the Day Planner. At the bottom of
the left page, click the Daily Journal Entry link to open the Note Book.
Your Journal notes will also carry a date stamp for ease of future reference.
AnyTime Organizer will also spell check your notes. Use the Spellcheck
button in the Notes tab to correct any spelling errors automatically.
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.
CHAPTER 3
day planner
3-9
In Day Planner, Week Glance, or Month Glance, you can display the activity
of any one group or of several groups. This is a good way to summarize
information about a group over a specific range of time. You may assign any
new event, or to-do item to a particular group by default using the Groups
dialog. For detailed information, refer to the About Groups section of
Chapter 8 Other AnyTime Organizer Features.
Drag and drop. Refer to the next section, Drag and Drop Features
section below.
Cut, copy, and paste. Refer to the Using Cut, Copy, and Paste section of Chapter 8 Other AnyTime Organizer Features.
To set a reminder:
1. Click on a birthday event.
2. Click Options, Settings, and then click the Address Book tab.
3-10
3. Click the Set reminders for birthdays and anniversaries one week in
advance check box.
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.
day planner
3-11
Day Planner does not display all the hour by hour appointment times, click
the Timescale button on the Options bar.
AnyTime Organizer allows you to drag and drop an event or to-do item to
the Week, Month, and Year Glances in either graph or calendar views.
To reschedule to another day:
1. Select the event you wish to reschedule.
2. Drag the event or to-do item to the new date on the Quick Calendar.
3. Drag the event or to-do item from the Day Planner and drop it on the new
date in the Month Glance.
OR
1. Drag the event or to-do item to the Drag & Drop box on the menu bar.
2. Select a new date on the Quick Calendar.
3. Drag the event or to-do item from the Drag & Drop box to the new date.
OR
1. Right-click the event or to-do item.
2. Select Reschedule, Reschedule Today, Reschedule to Tomorrow, or
Reschedule to Next Monday.
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.
To reschedule an event or item to a day not shown on the Day Planner or
Quick Glances, drag the item into the Drag Net button on the Tool bar.
3-12
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 todo items with any of your contacts.
For specific information on how to use AutoSchedule, refer to the Using
AutoSchedule section in Chapter 8 Other AnyTime Organizer Features.
CHAPTER 3
day planner
3-13
Copy Special enables you to copy some or all of the information from an
entry and paste it into another location within AnyTime Organizer or another
application such as Microsoft Word. This is useful in copying selected
information from an event in the Day Planner and pasting it into Notes.
To use Copy Special:
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.
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
3-14
Sticky Notes
AnyTime provides you with Sticky Notes to help keep your tasks,
appointments, events, and addresses posted on your desktop. You can
customize the look of your Sticky Notes with colors and fonts of your
choice.
The Advanced Settings window gives you the option to adjust the
following parameters: Background Gradient, Header Gradient, and
Opacity.
1. Right-click the AnyTime Sticky Notes & Schedule Ticker icon in your
system tray.
2. Select Sticky Notes Settings.
CHAPTER 3
day planner
3-15
Schedule Ticker
Youll never miss another meeting or appointment, and never forget another
task. 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.
3-16
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.
Address Book
4-1
Select the entry, and then click the Details button on the Entry bar.
OR
Right-click the entry, and then select Details on the shortcut menu.
In the Address Details dialog box, you can access information and add
details such as:
Home, and Web Site. Select from the drop-down list of categories, or
add your own category.
4-2
accessed by clicking the Send E-mail button. If the contact has more
than one e-mail address, a dialog box displays asking you to select an
e-mail address.
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.
Address Book
4-3
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
4-4
save your groups and close the Details dialog box. The group name will
display under your contacts information.
You may receive an error message if you have group filtering on and attempt to add a new entry to a group that is not visible. To correct, select
Groups from the Options menu, turn Filtering off or on, or select the
group.
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.
CHAPTER 4
Address Book
4-5
AutoSchedule
Use AutoSchedule to schedule appointments, events, and to-do items with
people listed in your Address Book.
4-6
5. Click the Date, Start Time, and End Time drop-down arrows to adjust the
appointment date and time.
6. Click the OK button, or press the Enter key on your keyboard.
For detailed information on how to use AutoSchedule, refer to the Using
AutoSchedule section in Chapter 8 Other AnyTime Organizer Features.
CHAPTER 4
Address Book
4-7
You can drag the contact from the Address Book to the Drag Net button
on the Tool bar. Then, display a Day Planner or Quick Glance window
and drag the item out of the Drag Net and drop it in the appropriate date
and time block.
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 printers
manual.
To print an envelope:
1. Click the Address Book button on the Navigation bar.
2. Highlight the contact you are mailing.
3. Click the Print Envelope button on the Options bar, or right-click the
contact, and then select Print Envelope.
4. Click the Print button.
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:
4-8
Set the envelope size and specify if the envelope is being placed in a
tray or is being hand fed.
The feed method shows how to place the envelope in the printer tray.
The default settings may not match your specific model and options.
Confirm the Envelope settings by referring to your printers manuals.
Set the font and the position of the delivery and return addresses.
Return to the default settings for your printer by clicking the Default
button in the lower right corner.
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.
Customize your settings, such as disabling call waiting or dialing a l or 9
before a number. AnyTime Organizer uses generic modem commands that
are compatible with most modems. Refer to your modems manual for
specific configuration information.
If this is the first time you are using the AutoDial feature, click the Options
button to specify your dialing requirements.
CHAPTER 4
Address Book
4-9
You are now ready to place a call using the AutoDial feature.
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 contacts 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.
4-10
Selected Recipient; or click the Send E-Mail button on the Options bar.
3. Enter a subject and message, and click the Send button or select Send
from the File menu.
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.
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Address Book
4-11
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.
4-12
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.
Name.
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.
Address Book
4-13
4-14
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 View displays your expenses chronologically. Each expense entry
includes:
EXPENSES
5-1
3. Click the OK button on the Entry bar, or press the Enter key on your
keyboard.
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.
5-2
3. Click the Insert Date/Time button to record the current date and time
with your notes.
4. Spellcheck your Notes using the Spellcheck button. Click the Apply
button to save your notes, or click the OK button to save your notes and
close the Details dialog 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.
CHAPTER 5
EXPENSES
5-3
The Calculator
Track and manage your expenses with AnyTime Organizer. Itemize by date,
type, payment method, type of currency, and location. With quick access to a
calculator, date and time stamps, and other notations, youll never lose track
of your expenses with AnyTime Organizer.
5-4
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 days 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.
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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:
In the Year Glances, your schedule will be represented with these colors:
6-2
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.
CHAPTER 6
quick glances
6-3
In the Week and Month Glance calendar views, you can isolate and display all the entries for one or several groups to view group entries over
a specific range of time. For details, refer to the About Groups section in
Chapter 8 Other AnyTime Organizer Features.
Graph Views
The graph views for the Week and Month Glances display shaded time
blocks indicating scheduled appointments and events.
To view a scheduled event or To Do item in the Graph View, double-click
the time block to open the Quick Planner dialog box.
The Quick Planner dialog box displays events and To Do items for a selected
day. From the Quick Planner dialog box you can:
Double-click the time block, and then click the New Event button in
the Quick Planner dialog box.
OR
Right-click the time block, and then click New Appt/Event on the
shortcut menu.
Right-click the time block, and then click New To Do on the shortcut
menu.
CHAPTER 6
quick glances
6-5
events and to-do items in the Graph views for the Week, Month, and Year
Glances, or the Calendar view for the Year Glance.
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.
6-6
All the Address Book Contacts are listed in the lower portion of the dialog
box. You can use AutoSchedule to schedule meetings, appointments, or todo items with any of your contacts.
For specific information on how to use AutoSchedule, refer to the Using
AutoSchedule section in Chapter 8 Other AnyTime Organizer Features.
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.
To set notification of overlapping appointments and events, select Settings
from the Options menu and click the Notifications tab.
CHAPTER 6
quick glances
6-7
6-8
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.
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.
CHAPTER 7
7-1
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 windows 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.
7-2
The file will be updated. All appointments, memos, and address book
information will be unaffected by the update.
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.
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 Organizers 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.
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7-3
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.
The AnyTime Organizer file will then be optimized.
About Holidays
When AnyTime Organizer first starts, the Day Planner may already include
holidays. You can add, delete, or modify any of the holidays.
All holidays are contained in an AnyTime Organizer file titled holidays.atw,
which AnyTime Organizer has attached to your personal file. Although you
can see the holidays in the Day Planner, they cant be added to or changed
unless you open the holidays.atw file.
7-4
4. Click the left page, and then click the New button on the Entry bar.
5. Delete the time displayed in the Time text box on the Entry bar.
6. Press the tab key or click the Event text box, type a description of the
event, and then press the Details button on the Entry bar.
7. In the Appt/Event Details dialog box, click the Repeat button, set the
yearly repetition of the holiday, and then click the OK button.
8. Click the OK button in the Appt/Event Details dialog box, click File on
the menu bar, and then click Save.
9. Re-open your personal AnyTime file.
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.
CHAPTER 7
7-5
and parties you can attach that company file to your personal file.
Then, when working with your personal schedule, view all company
holidays and events.
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 doubleclick 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 information 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.
7-6
2. Enter the name of the AnyTime Organizer file to be merged, or click the
Browse button to locate the file.
3. Click the Next button.
4. Specify the date range and the items to merge.
5. Click the Finish button or press the Enter key on your keyboard.
Deleting Data
You can delete highlighted data by pressing the Delete key on your
keyboard.
To remove scheduled information for a specific period of time, use the
Delete Data option on the File menu. You should keep your files current by
deleting old data that is no longer in use. Doing this regularly may provide
an improvement in speed when loading and saving files, and an overall
improvement in performance. After deleting large amounts of data, optimize
your files to reclaim lost space and to improve your computers efficiency.
See Optimizing Files in this chapter.
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.
CHAPTER 7
7-7
7-8
7-9
7-10
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 Softwares
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.
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7-11
AnyTime Online will try to identify your time zone by checking your
systems settings. Confirm that the time zone selected is correct. AnyTime
Online will connect your computer to the Individual Software Web site
and you will see a list of the latest files available for downloading. A plus
sign (+) to the left of an item indicates that it is a folder with multiple items
within it. Click the plus sign to expand the folder and see the individual
items. The plus sign changes to a minus sign (-) when the folder is expanded.
A check mark will appear to the left of each selected item. Clicking on the
main group, indicated with a plus (+) sign next to the selection will select all
the files in that category.
7-12
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.
The file types are:
.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.
Every time that AnyTime Organizer is opened, a backup file is created. If
you wish to do this manually, follow these steps:
1. Click File and then Backup/Archive.
2. Specify a file name. This backup will be saved as an .ATB file and .ATQ
for password organization.
3. Click Save.
AnyTime Organizer will keep track of the previous four backups. If you
wish to go back to a previously saved backup file, follow these steps:
1. Click File and then Restore.
2. Select a previous version that you wish to restore.
CHAPTER 7
7-13
3. Click Open.
AutoSave
AnyTime Organizer will automatically save your work every five minutes.
If you wish to change this, follow these steps:
1. Click Options and then Settings.
2. Under the Settings window, adjust the amount of time you want AnyTime
Organizer to wait before AutoSaving.
3. If you want to deactivate the AutoSave feature, uncheck the box.
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.
7-14
CHAPTER 8
8-1
time, and end time. If it is being scheduled as a to-do item, set the date
and priority.
6. Click the OK button in the AutoSchedule dialog box.
If another appointment has been scheduled during the same time, a conflict
message will display.
8-2
Select the window to display on start up. Have the Day Planner,
8-3
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.
Calculate age and anniversary. Set a date of birth or an event and Day
Planner calculates the age for each passing year.
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.
Specify how names are displayed and sorted in the Address Book.
Include phone titles when synchronizing with handheld devices.
Change the book color of the outer edge and alphabet letters.
Set reminders for birthdays and anniversaries one week in advance.
8-5
Set starting and ending times, and time increments for Graph views.
Specify the number of items that indicate a busy day, from l to 99.
Show days with a specific number of items as busy.
The Dates and Times tab
8-6
Envelope
From the Envelope Options dialog box, make any changes for printing
envelopes:
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.
8-7
program. If you have more than one AnyTime file, create a password for
each file.
If you forget your password, call the Technical Support department at
Individual Software for assistance. See the Getting Help From Customer
Service section in the Introduction at the beginning of this Users Guide.
Using Find
Use Find to search for appointments, events, to-do items, addresses, or an
entry in the Note Book.
8-8
Address Book, or the Note Book. Once the search is completed, a list of
matching items will display. The Find feature will remember your previous
search results for convenience. Select an item and click the Go To button to
display it. Or, if the item is a contact from your Address Book, select Dial
for AnyTime Organizer to dial the contacts number. This call will be placed
through your modem connection. Refer to Using AutoDial in Chapter 4
Address Book.
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.
CHAPTER 8
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8-10
Lets create an example group called Medical for medical expenses and
begin by adding an Address Book entry to the Medical group.
1. Select an entry.
2. Click the Details button on the Entry bar, or double-click the Address
Book entry to display the details.
3. Click the Details tab.
4. Select a group for this entry, or click the New Group button, type
Medical for the new group, and then click the OK button.
5. Click the check box to the left of the group name to select it.
6. Click the Group Colors button to associate a color with the group for
quick and easy identification. For purposes of this example, we will use
red.
7. Click the OK button.
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 dont
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.
CHAPTER 8
8-11
The Day Planner, Week Glance, Month Glance, Address Book, and
Expenses windows will display only the selected groups. To see all entries in
AnyTime Organizer, grouped or not grouped, turn the Filtering Off.
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.
8-12
CHAPTER 8
8-13
Password Organizer
It is important to note that before you may use the Password Organizer,
you must save your file. Also, the Password Organizer is not available in
network mode where more than one person may have access to this private
information. To enable the Password Organizer, you must disable the
network mode.
8-14
Click the Layout button on the tool bar, or click File on the menu bar
and select Layout Preview.
The Password Organizer will display the following information for
each entry: Title, Location, Type, User Name, Password, Account,
Description, Notes, and Groups.
Click the Print button.
The page size and orientation are 8 x 11 and Portrait.
Click the OK button to print.
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8-15
Earth Clock
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.
8-16
In addition to your local time clock, the time clock of your new location will be
displayed. To add this clock to your desktop, right-click the clock and then select
Add to Desktop from the Shortcut menu. You can also add your clock to your
Favorites list, or customize the look of your clocks.
Right-click the clock and select Options from the shortcut menu,
or click Clock on the menu bar and then click the Clock Designer
button.
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.
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Screen Saver
AnyTime Organizer comes with an adjustable screen saver that displays
your Events and to-do items whenever your monitor is idle.
a.
b.
c.
d.
e.
f.
3. Click Preview to see how the selected screen saver will appear on your
8-18
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.
note book
9-1
To copy information from the Address Book or Day Planner:
1. Open the Note Book and either the Address Book or Day Planner.
9-2
2. Click Windows on the menu bar, and then select Tile Vertically or Tile
Horizontally from the Windows menu.
3. Highlight an item, and then click the Copy button to copy the item or
click Copy Special from the Edit menu to select specific information.
4. Place your mouse pointer in the Note Book text area and click the Paste
button.
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.
CHAPTER 9
note book
9-3
9-4
10
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.
It is necessary to enter a valid Business License Key to add additional users
to your AnyTime file. You must have the Business Version installed on all
computers in your network prior to using AnyTime Organizer in a network
environment, and all of the computers must be mapped to the shared
AnyTime database file across the local area network.
To purchase a Business License Key, contact Individual Software:
Telephone:
E-mail:
orders@individualsoftware.com
Hours:
CHAPTER 10
networking
10-1
10-2
This will allow you to identify the File Server on the network.
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.
CHAPTER 10
networking
10-3
Installation
To install a Business Version:
1. Install AnyTime Organizer on all computers. During Setup, select
the Business Version when prompted.
If do not have a Business License Key Code and want to set up a twoworkstation network version, leave the Business Key Code field blank.
This will install a two-workstation Business Version of AnyTime.
10-4
CHAPTER 10
networking
10-5
10-6
3. Key Code Manager displays all of the information contained within your
License File:
CHAPTER 10
networking
10-7
Networking Information
To Connect a PC Workstation to a File Server on the Network:
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.
10-8
Any user logged into the file can update a file record. Records are individual
Appointment entries, To Do items, Address Book entries. When a user is
creating or editing record information in AnyTime, other users will be locked
out of this record, meaning that they cannot make any changes, until the first
user has finished entering the information. A locked out user will be notified
with a dialog box reporting the locked status of the record and the name of the
user who has locked the record.
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 programs 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 Password Organizer is disabled. For more information about enabling the password organizer, see page 8-15 in the
Manual.
CHAPTER 10
networking
10-9
Network Settings
10-10
Administrator Settings
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.
CHAPTER 10
networking
10-11
Alarm Refresh
Change the refresh rate of alarms when group alarms are enabled. By default the
refresh rate of group alarms is set at 5 minutes. This setting can be changed from 1
to 10 minutes.
These settings affect all workstations. If you were running with individual alarms and switch to global alarms those individual alarms settings
will no longer apply. Changing these settings constantly is not recommended.
10-12
11
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.
CHAPTER 11
11-1
About AnySync
AnySync is designed to work on a Windows PC to synchronize data between AnyTime
Organizer and another data source: Palm handheld, Nokia phone, Microsoft Outlook,
etc. AnySync is comprised of a synchronization engine and translators, which are used to
integrate seamlessly with the data sources features and data.
Data Types
AnySync makes every attempt to support the data types in each PIM and mobile
device:
ContactsContacts 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.
CalendarA Calendar is used to keep track of appointments. Any meeting,
phone conference, or reminder can be entered into the Calendar so that it is
instantly viewed for any given date or time.
TasksTasks are items that need to be done. These to-do lists are handy to keep
track of items that need to be completed.
Translators
Profiles
11-2
The applications and mobile devices supported by the synchronization software are:
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
During installation select the appropriate translators for your devices.
How to Synchronize
First, make sure that your PIM/PDA is synching prior to using AnySync.
To launch AnySync:
1. Click the Sync button on the tool bar.
2. Click the Synchronize button in the AnySync dialog box.
Sync
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.
CHAPTER 11
11-3
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 synchronized is selected and click OK.
11-4
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.
CHAPTER 11
11-5
If you choose to do a full synchronization that replaces the records in AnyTime with the
records in your PDA/PIM, all of the records in AnyTime will be erased and replaced
with the contact, calendar, and task items on your mobile device. Keep in mind that
filters, field-truncation lengths, recurrence exceptions, field mappings, etc., can all cause
less information to be on the PDA/PIM than is in AnyTime.
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.
11-6
New
Select New from the Profile menu to create a new profile. You can provide a unique
name as well as select the device and AnyTime to sync.
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 Davids Device to differentiate from a profile named
Susans 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.
CHAPTER 11
11-7
Profile Selector
When more than one profile exists, you have to select the profile that you want to
synchronize. The selected profile becomes the Current Profile and the indicated PIM
and device will synchronize the next session.
To change the Current Profile, select a different profile from the drop list.
When a new mobile device is connected or you connect your mobile device to a
different computer, you will get a New Device Detected screen. In order to maintain
consistent synchronization logs, the device identifier is compared to that which was
saved with the previous synchronization profile. If the device identifier matches,
the Current Profile is used. Otherwise, the device is considered new and you are
prompted to resolve the potential conflict.
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.
11-8
General Troubleshooting
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:
If you are unable to run AnySync, most likely the installation did not complete
normally. Please install AnySync again.
Unable to synchronize
Verify that the icons displayed on the main AnySync screen are the two
data sources you wish to synchronize.
CHAPTER 11
11-9
12
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.
You must select a layout prior to printing one.
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:
Daily comes with 20 different layouts to print Day Planner information.
CHAPTER 12
PRINTING
12-1
To select a layout:
1.
2.
3.
4.
5.
12-2
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.
From the Layout Preview window, click the Layout button.
Select a layout type: Daily, Weekly, Monthly, Yearly, Address, To Do,
Note Book, Expense, or Password.
Select the layout style name from the type list to view a grayscale pre-
view and description of its features.
Click the OK button.
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.
Customizing Layouts
You can customize your layout selection and modify colors, fonts, headers,
footers, and more.
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 chapter.
CHAPTER 12
PRINTING
12-3
You can only choose a theme before you Customize your layout with
any of the following options.
Name
You can label your special layout with a unique name.
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 <spandate> in the header area, and <layoutname> in the footer area. These are
codes, which tell AnyTime Organizer what to display. For example, <spandate> 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.
12-4
Code
<filename>
<layoutname>
<printdate>
<printdateshort>
Inserts
Name of current file
Current layout name
Current date
Current dateshort format
Example
MYFILE.ATW
Sprinter
August 2, 2006
Aug 2, 2006
<printtime>
Current time
8:00p
<date>
<dateshort>
<weekday>
<weekdayshort>
<month>
<monthshort>
<monthday>
<monthdayshort>
<year>
<yearshort>
2006
06
<spandate>
<spandateshort>
<spanmonth>
<spanmonthshort>
<spanyear>
<spanyearshort>
<pagenumber>
CHAPTER 12
PRINTING
12-5
Options
AnyTime Organizer presents a wide variety of layout options, such as
displaying small calendars and check marks in red, and printing with event
ending times or group colors.
Fonts
Change the font type, size, style (such as bold), and color of your layout text.
12-6
Borders
Add or remove borders for different areas of your layout.
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.
CHAPTER 12
PRINTING
12-7
Times
Set the start time and the time increments for the day displayed.
3. Click the Increment drop-down arrow and select a time increment, either 30
4. Click OK to save your changes or click Apply to see the changes without
closing the dialog box.
12-8
Actual Size
Page Setup
Page Setup
Select Page Setup from the File menu to choose layout sizes. There are three
categories of sizes: 8.5 x 11, 5.5 x 8.5, and 3.75 x 6.75. Select a
layout size from each category.
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.
CHAPTER 12
PRINTING
12-9
Page Options
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.
12-10
These are examples of layouts not printing in the correct position on the
page. The gray rectangle should be flush against the left and top edges.
Correctly aligned.
CHAPTER 12
PRINTING
12-11
Print Setup
AnyTime Organizer prints to the default printer. To select another printer,
click Print Setup from the File menu. The Print Setup dialog box also presents other print options, such as choosing the paper size and orientation.
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.
To prevent printing overflow, try one of the following:
Reduce the font size.
Re-enter the text using fewer words.
Select a different layout.
12-12
In the Address Book, use fewer formatting items such a commas and parentheses.
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 section 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.
PRINTING
12-13
To see the repeating event bar, set the event as repeating by selecting
the Repeat button from the Details dialog box. If you have entered the
event for each day, then the repeating event bar is not displayed.
For specific information on setting a repeating event, refer to Setting a Repeating Event or To-do Item in Chapter 3 Day Planner.
Printing Envelopes
AnyTime Organizer makes it easy to print envelopes with the address of
anyone in the Address Book. A persons 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 placement of the delivery and return addresses. Specify how the printer feeds the
envelopes. To set these printing options, select Envelope from the Options
menu.
For detailed information on printing Address Book envelopes, see Printing
Envelopes in Chapter 4 Address Book.
Print Options
Click the Print button to print the current layout. The Print dialog box displays 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 printing a number of time periods, the copies will be printed for each time
period.
12-14
Click the Properties button to display another dialog box for changing
other printer specific options, such as paper size, orientation, intensity
control, dithering, printer memory tracking, and handling of TrueType
fonts.
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.
Here are the basic guidelines for printing double-sided layouts:
Become familiar with the Page Setup dialog. Select Page Setup
from the File menu to specify paper sizes and where the layout should
be printed on the page.
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 printers 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 printers 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.
CHAPTER 12
PRINTING
12-15
12-16
Daily Layouts
To select daily layouts, click the Layout Preview button on the Tool bar. Click
the Layout button and select Daily, then highlight a layout name and orientation.
Here are some examples of daily layouts.
Daily Planner
Daily Sprinter
Daily Tracker
Daily Tri-Fold
CHAPTER 12
PRINTING
12-17
Daily Scheduler
12-18
To-do Planner (landscape)
Daily Two Day Scheduler
Daily Two Day Scheduler (landscape)
Daily Three Day Scheduler
Daily Weekender (landscape)
CHAPTER 12
PRINTING
12-19
Daily Event Multi-Day Planner
Daily To-do Multi-Day Planner (landscape)
Daily Event Text List
12-20
Daily To-do Text List (landscape)
3-Day Travel Planner (landscape)
Agenda
CHAPTER 12
PRINTING
12-21
Tracker
12-22
Tri-Fold
Weekly Layouts
To select weekly layouts, click the Layout Preview button on the Tool bar. Click
the Layout button and select Weekly, then highlight a layout name and orientation. The following are examples of weekly layouts.
Event 5-Day Planner (landscape)
Event 7-Day Planner (landscape)
CHAPTER 12
PRINTING
12-23
To-do 7-Day Planner (landscape)
Week Planner (landscape)
12-24
To-do Week Organizer (landscape)
To-do Week Glance (landscape)
CHAPTER 12
PRINTING
12-25
Event 2-Week Planner
6-Week Planner (landscape)
To-do 2-Week Planner
12-26
Week Travel Planner
Event Text List (landscape)
CHAPTER 12
PRINTING
12-27
Monthly Layouts
To select monthly layouts, click the Layout Preview button on the Tool bar.
Click the Layout button and select Monthly, then highlight a layout name and
orientation. Following are some examples of monthly layouts.
The Month Planner layout displays a repeating event bar spanning
several days if you have set an event to repeat consecutively over a
number of days. For more information, refer to Setting a Repeating Event
or To-do Item in Chapter 3 Day Planner.
Month Planner
CHAPTER 12
PRINTING
12-29
Yearly Layouts
To select yearly layouts, click the Layout Preview button on the Tool bar. Click
the Layout button and select Yearly, then highlight a layout name and orientation.
12-30
Yearly Planner
Address Layouts
To select Address Book layouts, click the Layout Preview button on the Tool bar.
By default, the first, second, and third addresses of each contact is displayed. To
change the display, click the Layout button and select Address, then highlight a
layout name and orientation. The following are some examples of Address Book
layouts:
PRINTING
12-31
You can also print Avery address labels, rotary cards, and name badges.
12-32
Ruled Notepad
Example Letter
CHAPTER 12
PRINTING
12-33
To Do Layouts
To select to-do layouts, click the Layout Preview button on the Tool bar. Click
the Layout button; select either Daily, Weekly, or Monthly; select a to-do layout,
such as To-do View, To-do Text, To-do Multi-Day Planner, and so on; and select
an orientation. Following are some examples of to-do layouts.
12-34
Expense Layouts
To select Expense layouts, click the Layout Preview button on the Tool bar.
Click the Layout button, select Expenses, and choose an orientation. Following
are some examples of Expense layouts.
CHAPTER 12
PRINTING
12-35
Password Layout
To select Password layouts, click the Layout Preview button on the Tool bar.
Click the Layout button, select Password, and choose an orientation. Following
is an example of the Password layout.
12-36
Password List
Keyboard Shortcuts
Day Planner
Appendix a
keyboard shortcuts
A -1
Address Book
Note Book
A-2
Quick Glances
Layout Preview
Appendix a
keyboard shortcuts
A -3
Misc.
Expense
Password
A-4
View Menu
Appendix a
keyboard shortcuts
A -5
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 doesnt 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:
APPENDIX B
TROUBLESHOOTING
B-1
B-2
You will need to save and reopen your personal AnyTime Organizer file to
display the new holiday information. Please note that the holidays.atw file
is attached to your personal file, which means you can view the holidays but
not change them while you are working on your personal file.
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 doesnt 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 Organizers files have the file extension
of .ATW.
Where can I find the serial number?
To find the serial number, select About AnyTime Organizer from the Help
menu.
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?
Sometimes AnyTime Organizer files open or merge slowly due to their
cumbersome size. You can reduce the file size significantly by deleting old
or unused data (see the Deleting Data section in Chapter 7) and optimizing
the file (see the Optimizing Files section in Chapter 7).
APPENDIX B
TROUBLESHOOTING
B-3
B-4
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.
Item source
To Do View
Destination
Day Planner
With destination
open, can item
drag to Drag Net?
Yes
Destination results.
Double-click item to modify it.
Appt/Events
Timescale on: Drag to specific time.
Timescale off: Defaults to earliest
scheduled hour.
To Do List
Item entered as unchecked.
To Do View
Week Glance
Yes
To Do View
Month Glance
Yes
To Do View
Year Glance
Yes
To Do View
Address Book
No
None
To Do View
Expense View
No
None
To Do View
Note Book
Yes
DRAG NET
C -5
Item source
Week Glance/
Calendar View
Destination
Day Planner
With destination
open, can item
drag to Drag Net?
Yes
Destination results.
Double-click item to modify it.
Appt/Events
Timescale on: Drag to specific time.
Timescale off: Retains time set in
Week Glance
To Do List
Item entered as unchecked.
C-6
Calendar view
Item defaults to the time set in Week
Glance.
Week Glance/
Calendar View
Month Glance
Week Glance/
Calendar View
Year Glance
Yes
Week Glance/
Calendar View
Address Book
No
None
Week Glance/
Calendar View
To Do View
Yes
Week Glance/
Calendar View
Note Book
Yes
Week Glance/
Calendar View
Expense
No
None
Address Book
To Do View
Yes
Yes
Graph view
Drag item to specific date and time.
Address Book
Note Book
Yes
Address Book
Day Planner
Yes
Address Book
Week Glance
Yes
Address Book
Month Glance
Yes
Address Book
Year Glance
Yes
Address Book
Expense
No
No
Item source
Destination
With destination
open, can item
drag to Drag Net?
Destination results.
Double-click item to modify it.
Day Planner
To Do View
Yes
Day Planner
Note Book
Yes
Day Planner
Address Book
No
None
Day Planner
Expense View
No
None
Yes
Calendar view:
Item defaults to the time set in day
planner.
Day Planner
Week Glance
Graph view:
Drag item to specific time of day.
Day Planner
Month Glance
Yes
Calendar view:
Item defaults to the time set in day
planner.
Graph view:
Item defaults to the time set in day
planner.
Day Planner
Year Glance
Yes
Calendar view:
Item defaults to the time set in day
planner.
Graph view:
Drag item to specific date and time.-
Day Planner
Note Book
Yes
Appendix C
DRAG NET
C -7
C-8
NUMBERS
100% Customer Satisfaction (See Customer Satisfaction)
A
Add Photo 4-5
Address Book 2-6, 4-1
add an address 4-1
add details 4-2
add notes 4-3
add photo 4-5
autodial 4-9
autoschedule 4-6
drag and drop features 4-7
importing address information 4-2
options 4-12
print envelopes 4-8
schedule event or to-do 4-7
settings 4-13
Address layouts 12-31
Address Sort 4-13
Alarm
snooze 3-6
using MP3 3-7
Alarm E-mail Notification 3-2
Alarm Phone Notification 8-5
Anniversary (see Birthday and Anniversary)
AnySync Technology 11-1
AnyTime Window. See Window, AnyTime
AnyTime Online 7-12
Appointment
add 3-2
Attach
file 7-6
INDEX
holidays 7-5
Autodial
options 4-9
AutoSave 7-14
Autoschedule 3-13, 6-6, 8-1
schedule an event 8-2
Avery labels 4-13
B
Backup/Archive 7,13
Birthday and Anniversary 3-10
setting alarms 3-10
Business License 10-1
Business Version 10-1
Buttons
calendar view 6-2
day planner 2-4
entry bar 2-4
fast date 2-6
go to today 3-14
graph view 6-1
note book 2-8
options bar buttons 2-4
tool bar 2-3
C
Calculator 5-4
Calendar view 6-1
button 6-2
Calendars
Quick Calendars 3-5
Contact Individual Software xii
Copy
using 8-3
Copy special 3-14, 4-11, 8-3
INDEX
I-1
D
Daily Journal Entry 9-4
Daily Layouts 12-17
Day Planner 2-1, 2-5, 3-1
add
appointment 3-2
event 3-2
to-do item 3-3
untimed event 3-3
add notes
event or to-do item 3-9
Adding an Appointment or Event 3-2
autoschedule 3-13
button 2-4
details dialog 3-6
display 3-1
drag and drop
change event into to-do item 3-12
change to-do item into event 3-12
features 3-11
reschedule an event 3-12
getting started 3-1
groups 3-9
open 3-1
options 3-14
repeating event or to-do item
set 3-8
reschedule
event or to-do item 3-10
Schedule Ticker 3-16
Sticky Notes 3-15
Untimed Event 3-3
Default Groups 8-13
Deleting
data 7-8
group name 8-12
Detach file 7-5
Double-sided printing 12-15
Drag and Drop 3-11
I-2
E
Earth Clock 2-12
E-mail
one person 4-10
multiple persons 4-11
E-mail Alarm 3-2
Entry bar 2-2
buttons 2-4
Envelopes
option dialog 4-8
options 8-7
print 4-8
envelope options dialog 4-8
printing 12-14
Event
add 3-2
add notes 3-8
autoschedule 3-13
duplicate 3-11
export 7-10
groups 3-9
import 3-4, 4-2, 7-9
repeating 3-8
reschedule 3-11
Untimed 3-3
Exit 1-3, 7-14
Expenses 5-1
adding an Expense 5-1
expense details 5-2
Export
addresses 7-10
events 7-10
file 7-10
to-do items 7-10
F
Fast date button 6-7
Feedback, Comments, and Suggestions xiii
File
attach 7-5
autosave 7-3
delete data 7-7
detach 7-5
exit 7-14
export 7-10
merge 7-6
new 7-1
open 7-2
open from previous version 7-2
page setup 7-11
print 7-11
save 7-3
Filter Groups 8-11
Find 8-8
Fonts
changing in layouts 12-6
Footer (see Header and Footer)
G
Glances
displaying calendar and graph 6-1
week, month, and year 6-3
Go To Today button 6-7
Graph view 6-4
Groups 8-19
adding a Day Planner event 3-10
Adding a to-do item 3-10
adding an Address Book Entry 8-10
color association 8-11
default groups 8-13
display 8-11
display items not in a group 8-13
filter 8-11
printing 8-11
viewing 8-11
H
Header and footer
layout 12-4
Help
menu x
Hole punch guides 12-10
I
Import
a file from a previous AnyTime version 7-2
addresses 4-2, 7-9
events 3-4, 7-9
from other programs 7-8
to-do items 3-3, 7-9
Installing AnyTime 1-1
International Date Format 8-6
L
Layouts
address 12-31
change options 12-3
customize 12-3
daily 12-17
monthly 12-28
note book 12-32
preview window 2-8, 7-11
customizing 12-3
options 12-8
print
double-sided 12-15
select 12-1, 12-2
themes 12-3
weekly 12-23
yearly 12-30
Letter heading 9-3
Locked User 10-4
Locking 10-4
M
Map Network Drive 10-2
Max Network Users 10-4
Menu bar 2-1, 2-2
Merge
file 7-6
Military Time 8-6
MP3 Alarms 3-7, 8-4
Monthly layouts 12-28
Mouse shortcuts. (See Drag and Drop)
INDEX
I-3
N
Network 10-1
business version 10-1
installation 10-1
standard version 10-1
using AnyTime across a 10-1
Network Dialog Box 10-4
Network Enabled 10-4
Network Users 10-5
Networking 10-1
Networking Information 10-2
New file 7-1
Note Book 2-8, 9-1
add entry 9-1
date/time stamp button 9-2
fonts and styles 9-2
layouts 9-4, 12-32
letter heading 9-3
open 9-1
printing 9-4
writing a letter 9-3
P
Page flip 2-1, 2-6
Page setup 7-11, 12-9
page options 12-10
cut lines 12-10
hole punch guides 12-10
print adjustment 12-10
print position 12-9
Password 8-7
remove 8-8
I-4
R
Refresh Interval 10-4
Register Software (see Product Registration)
Repeating event bars 12-13
Month Planner 12-27
Repeating event or to-do item 3-8
S
Saving
layout 12-4
Saving a file 7-3
W
Warranty Replacement xiv
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