Handspring Treo 180 Communicator User Guide

							Chapter 5Page 71
Making records private
In all PIM applications, except Expense, you can make individual records private. Private records 
remain visible and accessible, however, until you select the Security setting to hide or mask all 
private records. See the section that begins on page 43 for details.
Hiding and masking private records
You can hide records that you mark as private. When you hide records, they do not appear 
anywhere in the application. When you mask records, a visual placeholder appears where the 
record would normally appear. If you define a password, you must enter it to display private 
records.
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:: : As a security measure, masked Contacts records are temporarily hidden when you search 
for records. So you will not see a placeholder for these records when viewing the results 
of a Lookup or Find request.
To make a record private:
1. Display the entry that you want to make private. 
2. Tap Details. 
3. Tap the Private check box to select it.
4. Hold Option   and press Return   to finish.
To hide or mask all private records:
1. Make sure the records you want to mask are marked private. 
2. Press Option   and then press Menu   to access the Applications Launcher.
3. Tap the Security icon  .
4. Tap the Current Privacy pick list.
5. Tap either Hide Records or Mask Records.
6. Hold Option   and press Return   to confirm that you want to change the security setting. 
Tap here 
						

							Page 72 Common Tasks
To display all private records:
1. Press Option   and then press Menu   to access the Applications Launcher.
2. Tap the Security icon  .
3. Tap the Current Privacy pick list. 
4. Tap Show Records.
If you do not have a password, private records become visible. 
If you have a password, the Show Private Records dialog box appears. Enter your password 
in this dialog box, and then hold Option   and press Return   to finish.
To display a specific masked record:
1. Open the application that contains the record you want to view.
2. Tap the shaded bar that masks the record. 
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:: : If you have a password, you must enter your password and then hold Option   and press 
Return   to view the record.
To display all private records in a specific application:
1. Open the application in which you want to display the records.
2.  Press Menu  .
3. Under Options, select Security (/H).
4. Tap the Current Privacy pick list. 
Tap here
Tap here 
						

							Chapter 5Page 73
5. Tap Show Records.
6. Hold Option   and press Return   to finish.
Attaching notes
In all PIM applications except Memo Pad, you can attach a note to a record. A note can be up to 
several thousand characters long. For example, for an appointment in Date Book Plus, you can 
attach a note with directions to the location.
To attach a note to a record:
1. Display the entry to which you want to add a note. 
2. In Contacts view in PhoneBook only: Press Menu  , and under Record, select Edit 
Contact (/E).
3. Tap Details. 
4. Tap Note.
5. Enter your note.
6. Hold Option   and press Return   to finish.
A small note icon appears at the right side of any item that has a note.
 
To review or edit a note:
1. Tap the Note icon  .
To delete a note:
1. Tap the Note icon  .
2. Tap Delete.
3. Hold Option   and press Return   for Yes.
Note icon 
						

							Page 74 Common Tasks
Choosing fonts
In all PIM applications except Expense, you can change the font style to make text easier to read. 
You can choose a different font style for each application.
To change the font style:
1. Open an application.
2.  Press Menu  .
3. Under Options, select Font (/F).
4. Use the scroll buttons to select the font style you want to use.
5. Hold Option   and press Return   to finish.
Exchanging and updating data: 
HotSync operations
The HotSync process automatically synchronizes — that is, exchanges and updates — data 
between your communicator and desktop software. Changes you make on your communicator or 
desktop software appear in both places after a HotSync operation. HotSync technology 
synchronizes only the needed portions of files, thus reducing synchronization time. You can 
synchronize your data directly by connecting your communicator to your computer with the 
HotSync cable or by beaming the data from the IR port on your communicator to the IR port on 
your computer, or indirectly with a modem or network. See Chapter 8 for information about 
performing HotSync operations via the IR port, a modem, or a network.
Small font Large fontBold font
Small font
Large font Bold font 
						

							Chapter 5Page 75
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user information on both the 
communicator and Palm Desktop software. After you enter this information and synchronize, the 
HotSync Manager recognizes your communicator and doesn’t ask for this information again.
If you are a System Administrator preparing several communicators for a group of users, you may 
want to create a user profile. See the section that begins on page 198 before performing the 
following steps.
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:: : You must use the HotSync cable for your 
first HotSync operation.
The following steps assume that you have already installed the Palm Desktop software. If you 
have not installed this software, see page 25 for instructions.
To perform a local HotSync operation:
1. Connect your communicator to the Hotsync cable. See the section that begins on page 24 
for details.
2. If the HotSync Manager is not enabled, activate it: Open Palm Desktop software, from the 
HotSync Menu, choose Setup. Click the HotSync Controls tab and select the Enabled option.
3. Press the HotSync button on the cable.
 
4. From the Select User dialog box, choose the user name you assigned to your communicator.
The HotSync Progress dialog box appears and synchronization begins. 
5. Wait for a message on your communicator indicating that the process is complete.
After the HotSync process is complete, you can remove your communicator from the cable.
HotSync 
button 
						

							Page 76 Common Tasks
Beaming information
Your communicator is equipped with an IR (infrared) port that you can use to beam information 
to another Palm OS device that’s close by and also has an IR port. The IR port is located on the 
top of your communicator, between the power button and the ringer switch, behind the small dark 
shield. 
You can beam the following information between Palm OS devices:
nThe record currently displayed in Date Book Plus, the Contacts view in PhoneBook, To Do 
List, or Memo Pad
nAll records of the category currently displayed in the Contacts view in PhoneBook, To Do List, 
or Memo Pad
nA special record in the Contacts view of PhoneBook that you designate as your personal 
business card, containing information you want to exchange with business contacts
nAn application installed in RAM memory
You can also use the infrared port to perform HotSync operations. See the section that begins 
on page 192 for details.
To select a business card:
1. In the Contacts view in PhoneBook, create an entry that contains the information you want 
on your personal business card.
2.  Press Menu  .
3. Under Record, select Select Business Card.
4. Hold Option   and press Return   for Yes.
To beam a record, business card, or category of records:
1. Locate the record, business card, or category you want to beam.
2.  Press Menu  .
3. Under Record, select one of the following:
The Beam command for an individual record (/B)
In the Contacts view in PhoneBook only: Beam Business Card (/M)
Beam Category (/Y)
4. When the Beam Status dialog box appears, point the IR port directly at the IR port of the 
receiving communicator.
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:: : For best results, Treo communicators should be between 10 and 50 centimeters (about 
4 - 20 inches) apart, and the path between the two communicators must be clear of 
obstacles. Beaming distance to other Palm OS devices may be different. 
						

							Chapter 5Page 77
5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you 
continue working on your communicator.
To beam an application:
1. Press Option   and then press Menu   to access the Applications Launcher.
2.  Press Menu  .
3. Under App, select Beam (/B).
4. Tap the application you want to transfer.
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:: : Some applications are copy-protected and cannot be beamed. These are listed with 
a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port directly at the IR port of the 
receiving communicator.
7. Wait for the Beam Status dialog box to indicate that the transfer is complete before you 
continue working on your communicator.
To receive beamed information:
1. Turn on your communicator.
2. Point the IR port directly at the IR port of the transmitting communicator to open the Beam 
Status dialog box.
3. When the Beam dialog box appears, select a category for the entry.
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: :  :  If you do not select a category the entry is placed in the Unfiled category. 
4. Hold Option   and press Return   for Yes.
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:: : When you receive beamed information with the lid closed, you don’t need to respond 
to the Beam dialog box; simply press the top scroll button for Yes, or the bottom scroll 
button for No.  
						

							Page 78 Common Tasks 
						

							Chapter 6Page 79
Chapter 6
Application Specific Tasks
This chapter is organized by application and gives instructions on how to do tasks that are specific 
to each of the following applications:
nPhoneBook
nDate Book Plus
nBlazer™
nSMS Messaging
nTo Do List
nMemo Pad
nCityTime
nCalculator
nExpense
nSIM Book
nSIM Services 
						

							Page 80 Application Specific Tasks
PhoneBook
PhoneBook is the application where you store name and address information about people or 
businesses, and where you place and receive telephone calls. 
PhoneBook has five main views. You can place and receive calls from within any view, and you 
can also receive calls when the screen is off (but wireless mode must be on). The sections that 
follow explain how to use each of these views. 
To change the PhoneBook view, do one of the following:
nRepeatedly press PhoneBook   to cycle through the views.
nTap the icons in the lower-left corner of the PhoneBook screen.
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:: : The Active Call icon and view appear only after you place an outgoing call or receive an 
incoming call.
     
 
At the top of each view, many of the following common icons appear to provide wireless mode 
status information for your phone:
 
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:: : Your wireless service provider may use a different voicemail notification method that 
does not include the voicemail notification icon. 
Speed Dial view
Contacts viewCall History view Active Call viewView 
iconsDial Pad view
Network name Voicemail notification icon
Signal strength icon
Battery gauge
Wireless mode on