Handspring Treo 90 Handheld User Guide

Chapter 5Page 71
Looking up names to add to expense records
In Expense, Lookup displays the names of Contacts entries 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 that have data in 
the Company field.
5. Use the scroll buttons...

Page 72 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, To Do List, Memo Pad, and Expense.
Note: You can also assign records to categories. See page 65 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 Return   to...

Chapter 5Page 73
Making records private
In all PIM applications, except Expense, you can make individual records private. Private records 
remain visible and accessible until you select the Security setting to hide or mask all private 
records. See the section that begins on page 47 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...

Page 74 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...

Chapter 5Page 75
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 only: Press Menu  , and under Record, select Edit Contact (/E).
3. Tap...

Page 76 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...

Chapter 5Page 77
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user information on both the handheld 
and Palm Desktop software. After you enter this information and synchronize, the HotSync 
Manager recognizes your handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for a group of users, you may want 
to create a user profile. See the section that begins on page 171 before...

Page 78 Common Tasks
 
5. Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can remove the cable from your handheld.
Beaming information
Your handheld 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 handheld, between the expansion slot and the stylus, behind the small dark shield. 
You can beam the...

Chapter 5Page 79
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:
nThe Beam command for an individual record (/B)
nIn Contacts only: Beam Business Card (/M)
nBeam Category (/Y)
4. When the Beam Status dialog box appears, point the IR port directly at the IR port of the 
receiving handheld.
Tip: For best results, the path between the two handhelds must be clear of...

Page 80 Common Tasks
7. When the Beam Status dialog box appears, point the IR port directly at the IR port of the 
receiving handheld.
8. Wait for the Beam Status dialog box to indicate that the transfer is complete before you 
continue working on your handheld.
To receive beamed information:
1. Turn on your handheld.
2. Point the IR port directly at the IR port of the transmitting handheld to open the Beam Status 
dialog box.
3. When the Beam dialog box appears, select a category for the entry.
Tip:  If...