Handspring Treo 270 User Guide

Chapter 5Page 71
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.
Tip: 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 any word that begin...

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Note: 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 “su,” the list displays...

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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...

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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.
Note: You can also assign records to categories. See page 67 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. Hold Option   and press...

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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 46 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...

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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...

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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...

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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...

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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 211...

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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.
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...