Handspring Visor Handheld Platinum User Guide
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Chapter 5 Page 71 To look up 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 letter of the company name. 3. Tap the record to view its contents. Using Find You can use Find to locate any text that you specify, in any application. To use Find: 1. Tap the Find icon . Tip:If you select text in an application before you tap Find, 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 with the text you enter. For ex- ample, searching for “plan” finds “planet,” but not “airplane.” 3. Tap OK. Find searches for the text in all records and all notes. Look Up line
Page 72 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 number. The record can be in Date Book, Date Book Plus, To Do List, or Memo Pad. 2. Tap the Menu icon . 3. Tap Options, and then tap Phone Lookup. 4. Begin to spell the last name of the name you want to find. The list scrolls to the first record in the list that starts with the first letter you enter. Continue to spell the name you’re looking for, or when you see the name, tap it.
Chapter 5 Page 73 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 stroke “/L.” Assuming you have only one Address record that begins with “Wi,” your handheld inserts the full name “Fred Williams” (and its associated information). If you have more than one name that begins with “Wi,” the Phone Lookup screen appears and highlights the first record that begins with “Wi.” nFor selected text: Drag to highlight the text, and then write the Phone Lookup Command stroke “/L.” Your handheld replaces the selected text and adds the name and its associated information. 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.
Page 74 Common Tasks 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 you want to add, and then tap Add. The name appears in the Attendees screen. 6. Repeat steps 4 and 5 to add more names. 7. Tap Done, and then tap OK. 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. Tap here
Chapter 5 Page 75 To sort records in Address and Memo Pad: 1. Open the application to display the list screen. 2. Tap the Menu icon . 3. Tap Options, and then tap Preferences. 4. Do one of the following: Address: Tap the setting you want. Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual. 5. Tap OK. 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 Pad in Palm Desktop software and click List by. Then select Order on handheld. 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 placeholder appears where the record would normally appear. If you define a password, you must enter it to display private records. AddressMemo Pad
Page 76 Common Tasks 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. Tap OK. To hide or mask all private records: 1. Make sure the records you want to mask are marked private. 2. Tap the Applications icon . 3. Tap Security. 4. Tap the Current Privacy pick list. 5. Tap either Hide Records or Mask Records. 6. Tap OK to confirm that you want to change the security setting. To display all private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap the Current Privacy pick list. Tap here Tap here
Chapter 5 Page 77 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 tap OK. 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 tap OK to view the record. To display all private records in a specific application: 1. Open the application in which you want to display the records. 2. Tap the Menu icon . 3. Tap Options, and then tap Security. 4. Tap the Current Privacy pick list. 5. Tap Show Records. 6. Tap OK. Tap here
Page 78 Common Tasks Attaching notes In all basic 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 Address only: Tap Edit. 3. Tap Details. 4. Tap Note. 5. Enter your note. 6. Tap Done. 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. Tap Yes. Note icon
Chapter 5 Page 79 Choosing fonts In all basic 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. Tap the Menu icon . 3. Tap Options, and then tap Font. 4. Tap the font style you want to use. 5. Tap OK. Small fontLarge font Bold font Tap here for small fontTap here for large fontTap here for bold font