Handspring Treo 180 Communicator User Guide

Chapter 5Page 61
Deleting records
To delete a record in any of the PIM applications:
1. Select the record you want to delete.
2. Press Menu .
3. Under Record, select the Delete command:
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Page 62 Common Tasks
Other ways to delete records
You can also delete records in the following ways:
nIn the Details dialog box of the application, tap Delete, and then hold Option   and press 
Return   to finish.
nDelete the text of the record.
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:: : In Date Book Plus, if you delete the text of a repeating event, you delete all instances 
of that event. 
Purging records
Over time, as you use Date Book Plus, To Do List, and Expense, you’ll accumulate records in these...

Chapter 5Page 63
Categorizing records
Categorize records in the Contacts view in PhoneBook, To Do List, Memo Pad, and Expense 
applications so that they are grouped logically and are easy to review. (You can also categorize 
applications. See page 37 for details.)
When you create a record, your communicator automatically places it in the category that is 
currently displayed. If the category is All, your communicator assigns it to the Unfiled category. 
You can leave an entry as Unfiled or assign it to a...

Page 64 Common Tasks
To display a category of records:
1. Tap the category pick list in the upper-right corner of the list screen.
 
2. Select the category you want to view.
The list screen now displays only the records assigned to that category.
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen.
 
2. Tap Edit Categories. 
3. Tap New.
4. Enter the name of the new category. 
Category pick list
Category pick list 

Chapter 5Page 65
5. Hold Option   and press Return   twice to finish.
You can assign any of your records to the new category.
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen.
2. Tap Edit Categories. 
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category.
 
5. Hold Option   and press Return   twice to finish.
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:: : You can group the records in two or more categories into one category by...

Page 66 Common Tasks
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: :  : The Instant Lookup feature lets you scroll immediately to a Contacts record in 
PhoneBook by entering the first few letters of a first or last name, or the first name initial and 
the first few letters of a last name. 
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:: : The Lookup feature displays the Contacts in PhoneBook that have data in the 
Company field. You can add these names to a list of attendees associated with...

Chapter 5Page 67
Using Find
You can use Find to locate any text that you specify, in any application.
To use Find:
1. Press Option   and then press Shift   to open the Find dialog box.
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:: : If you select text in an application before you opening the Find dialog box, the 
selected text automatically appears in the Find dialog box.
2. Enter the text that you want to find. 
Find is 
not case-sensitive. For example, searching for the name “davidson” also finds 
“Davidson.”
Find locates...

Page 68 Common Tasks
N
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:: : The first initial and last name search in the PhoneBook Instant Lookup feature is not 
available in the Phone Number Lookup feature.
Phone Number Lookup displays records that begin with the letters you enter based on the 
sort method in your Contacts view in PhoneBook. For example, if your Contacts are sorted by 
last name and you enter “su,” the list displays “John Sung” and “Mario Suarez.” If your Contacts 
are sorted by first name, and your enter...

Chapter 5Page 69
Looking up names to add to expense records
In Expense, Lookup displays the names of Contacts entries in Phonebook that have data in the 
Company field. You can add these names to a list of attendees associated with an Expense 
record.
To add names to an Expense record:
1. Open the Expense record to which you want to add names.
2. Tap Details.
3. Tap Who.
4. Tap Lookup.
The Attendees Lookup screen displays all the names of Contacts entries in Phonebook that 
have data in the Company...

Page 70 Common Tasks
Sorting lists of records
You can sort lists of records in various ways, depending on the application. Sorting is available in 
applications that have list screens: Contacts view in PhoneBook, To Do List, Memo Pad, and 
Expense.
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:: : You can also assign records to categories. See page 63 for details.
To sort records in To Do List and Expense:
1. Open the application to display the list screen.
2. Tap Show.
3. Tap the Sort by pick list and select an option.
4....