Handspring Treo 90 Handheld User Guide

Chapter 5Page 61
Chapter 5
Common Tasks
Your Treo™ 90 handheld includes a full suite of personal information manager (PIM) applications: 
Date Book Plus, Contacts, To Do List, Memo Pad, and Expense. This chapter provides instructions 
on how to do tasks that are common to these applications. It’s easy to transfer what you learn in 
one application to the other applications because the structure and behavior of these applications 
are quite similar. 
Throughout this chapter, the term “record” is used to...

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Editing records
After you create a record, you can change, delete, or enter new text at any time. Two screen 
features tell you when your handheld is in editing mode:
nA blinking cursor 
nOne or more edit lines
 
Entering text
For information on how to enter text using the keyboard on your handheld, the onscreen 
keyboard, or the keyboard attached to your computer, see Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit text. In general, commands...

Chapter 5Page 63
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:
Date Book Plus: Delete Event
Contacts: Delete Contact
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive 
file in Palm Desktop software, be sure that the check box is checked. If you don’t want to save 
a copy,...

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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.
Note: 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 
applications that have outlived...

Chapter 5Page 65
Categorizing records
Categorize records in Contacts, 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 handheld automatically places it in the category that is currently 
displayed. If the category is All, your handheld assigns it to the Unfiled category. You can leave 
an entry as Unfiled or assign it to a category at any time....

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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 

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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.
Tip: You can group the records in two or more categories into one category by giving the 
categories...

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nContacts: The Instant Lookup feature lets you scroll immediately to a Contacts entry 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. 
nExpense: The Lookup feature displays the Contacts entries that have data in the Company 
field. You can add these names to a list of attendees associated with an Expense record.
Looking up Contacts records
When working with Contacts, the buttons on your handheld make it...

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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 Contacts 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 application. 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 “Susan...