Handspring Visor Handheld User Guide

Chapter 5 Page 63
2. If the HotSync Manager is not running, start it: On the Windows 
desktop, click Start, and then choose Programs. Navigate to the 
Palm Desktop software 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 cradle.
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...

Page 64  Common Tasks
Categorizing records
Categorize records in the Address Book, 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 “Using the 
Applications Launcher” in Chapter 3 for more information.)
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...

Chapter 5 Page 65
To move a record into a category:
1. Select the record you want to categorize.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
5. Select the category for the record.
6. Tap OK.
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....

Page 66  Common Tasks
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, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
Tap here 

Chapter 5 Page 67
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.
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...

Page 68  Common Tasks
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, To Do List, Memo Pad: Phone Lookup displays the Address 
List screen and lets you add the information that appears in this 
list to a record.
nAddress Book: The Look Up line lets you enter the first letters of a 
name to scroll immediately to that name.
nExpense: Lookup displays the names...

Chapter 5 Page 69
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...

Page 70  Common Tasks
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, 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...

Chapter 5 Page 71
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 Book record that begins 
with “Wi,” your handheld inserts the full name “Fred Williams” 
(and...

Page 72  Common Tasks
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your 
Address Book 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.
8. Tap OK.
Tap here