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Handspring Visor Edge Handheld User Guide

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Page 81

Chapter 5 Page 73
4. Enter the name of the new category, and then tap OK.
5. Tap OK.
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, and then tap OK. 

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Page 74  Common Tasks
5. Tap OK.
Tip:
You can group the records in two or more categories into one 
category by giving the categories the same name. For example, 
if you change the name of the Personal category to Business, 
all records formerly in the Personal category appear in the 
Business category.
Finding records
Your handheld offers several ways to find information quickly:
nAll applications: Find locates any text that you specify, always 
starting with the current application.
nDate Book, Date...

Page 83

Chapter 5 Page 75
To use the Look Up line to find an Address record:
1. Display the Address list screen.
2. Enter the first letter of the name you want to find.
The list scrolls to the first entry that begins with that letter. If 
you write another letter, the list scrolls to the first entry that 
starts with those two
 letters. For example, writing an “s” scrolls 
to “Sands,” and writing “sm” scrolls further to “Smith.” If you 
sort the list by company name, the Look Up feature scrolls to 
the first...

Page 84

Page 76  Common Tasks
4. Continue pressing the application buttons to narrow the list based 
on the second, third, forth, etc. letters of the name. 
For example, to find the name Jan Vanderlin:
a. Press the Address button to see last names starting with M-Z.
b. Press the Date Book button to see last names with the second 
letter between A-L.
c. Press the To Do List button to see first names starting with A-L 
and last names starting with M-Z.
d. Press the To Do List button to see first names with the...

Page 85

Chapter 5 Page 77
Fast Lookup tips
nTo start a new search, press the top scroll button. In scroll mode, 
you must exit and reenter Fast Lookup to begin a new search.
nIf the name you want is the only one that matches the ranges you 
selected, the address opens.
nIf you are using a Springboard module that supports dialing 
features, the Dial dialog box opens and you can dial the selected 
number by pressing the Address button for two seconds.
nAn alternate way to activate scroll mode is to press the...

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Page 78  Common Tasks
As your handheld searches for the text, you can tap Stop at any 
time. You may want to do this if the entry you want appears be-
fore your handheld finishes the search. To continue the search 
after you tap Stop, tap Find More.
4. Tap the text that you want to review.
Using Phone Lookup
Phone Lookup displays the Address list screen and lets you add the 
information that appears in this list to a record.
To use Phone Lookup:
1. Display the record in which you want to insert a phone...

Page 87

Chapter 5 Page 79
5. Tap Add.
The name you selected, along with the other information associated 
with it, is pasted into the record you selected in step 1.
Phone Lookup tips
Write the Graffiti Command stroke “/L” to activate the Phone Lookup 
feature. You can also activate it in the following circumstances:
nWhile entering text: For example, to insert the full name and phone 
number for someone with the last name “Williams,” write the 
Graffiti characters for “Wi” and then the Phone Lookup 
Command...

Page 88

Page 80  Common Tasks
Looking up names to add to expense records
In Expense, Lookup displays the names in your Address list 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. Tap 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 in your 
Address list that have data in the Company field.
5. Select the name...

Page 89

Chapter 5 Page 81
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: 
Address, To Do List, Memo Pad, and Expense.
Note:
You can also assign records to categories. See “Categorizing 
records” earlier in this chapter.
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. Tap OK.
To sort...

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Page 82  Common Tasks
Making records private
In all basic applications, except Mail and 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 “Security” in Chapter 3 for more 
information.
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...
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