Handspring Treo 90 Handheld User Guide

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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 to select the name you want to add. 
6. Press Space   or Return  .
The name appears in the Attendees screen.
7. Repeat steps 4 through 6 to add more names.
8. Hold Option   and press Return   twice to finish. 
Tap here 
						

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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, 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 finish.
To sort records in Contacts and Memo Pad:
1. Open the application to display the list screen.
2.  Press Menu  .
3. Under Options, select Preferences (/R).
 
4. Do one of the following:
Contacts: Tap the setting you want.
Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual.
5. Hold Option   and press Return   to finish.
To sort the Memo list manually, tap and drag a memo to a new location in the list. 
Note: To make the list of your memos appear in Palm Desktop software as you manually sorted 
it on your handheld, open Memo in Palm Desktop software, click Sort by, and then select 
Order on Handheld.
ContactsMemo Pad 
						

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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 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 the 
record would normally appear. If you define a password, you must enter it to display private 
records.
Note: 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 
						

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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 that contains the record you want to view.
2. Tap the shaded bar that masks the record. 
Note: If you have a password, you must enter your password and then hold Option   and press 
Return   to view the record. The record becomes masked again when you move to 
another 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 
						

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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 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 
						

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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 synchronizes — that is, exchanges and updates — data 
between your handheld and desktop software. Changes you make on your handheld 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 handheld to your computer with the HotSync cable or by beaming the 
data from the IR port on your handheld 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 
						

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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 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 performing the following 
steps.
Important: 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 24 for instructions.
To perform a local HotSync operation:
1. Connect your handheld to the Hotsync cable. See the section that begins on page 23 for 
details.
2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then 
choose Programs. Navigate to the Handspring (or Palm) program group and choose HotSync 
Manager. Alternatively, you can start the Palm Desktop software which automatically opens 
the HotSync Manager. 
3. Press the HotSync button on the cable.
 
Important: The first time you perform a HotSync operation, you must enter a user name in the 
New User dialog box and click OK. Every handheld should have a unique name. To 
prevent loss of a user’s records, never try to synchronize more than one handheld 
to the same user name.
4. From the Select User dialog box, choose the user name you assigned to your handheld.
The HotSync Progress dialog box appears and synchronization begins. 
HotSync 
button 
						

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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 following information between Palm OS devices:
nThe record currently displayed in Date Book Plus, Contacts, To Do List, or Memo Pad
nAll records of the category currently displayed in Contacts, To Do List, or Memo Pad
nA special record in Contacts 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 160 for details.
To select a business card:
1. In Contacts, 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. 
						

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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 obstacles. If you 
have difficulty beaming information, see the troubleshooting tips that begin on page 223.
 
 
5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you 
continue working on your handheld.
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 Beam From pick list and indicate whether the application you want to beam is located 
on your handheld or an expansion card.
5. Tap the application you want to transfer.
Note: Some applications are copy-protected and cannot be beamed. These are listed with 
a lock icon next to them.
6. Tap Beam. 
						

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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 you do not select a category the entry is placed in the Unfiled category. 
4. Hold Option   and press Return   for Yes.