Handspring Visor Pro Handheld User Guide

							Chapter 5 Page 81
System-defined and user-defined categories
By default, your handheld includes system-defined categories, such as 
All and Unfiled, and user-defined categories, such as Business and 
Personal. 
You cannot modify the system-defined categories, but you can 
rename and delete the user-defined categories. In addition, you can 
create your own user-defined categories. You can have a maximum of 
15 user-defined categories in each application. 
Address contains the QuickList user-defined category, in which you 
can store the names, addresses, and phone numbers you might need 
in emergencies (doctor, fire department, lawyer, etc.).
Expense contains two user-defined categories, New York and Paris, to 
show how you might sort your expenses for different business trips.
Note:
The illustrations in this section come from Address, but you 
can use these procedures in all the applications in which 
categories are available. Categories are not available in Date 
Book and Date Book Plus.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address 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. 
						

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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.
Tip:
Pressing an application button on the front panel of the 
handheld toggles through all the categories of that application.
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.
Tap here
Tap here 
						

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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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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 Book Plus, 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: The Look Up line lets you enter the first letters of a name 
to scroll immediately to that name. The Fast Lookup feature lets 
you use the buttons on the front of your handheld to find a name.
nExpense: 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.
Looking up Address records
When working with Address, the buttons on the front panel of the 
handheld makes it easy to navigate among your address entries. 
nIn the Address list screen, the scroll buttons move up or down an 
entire screen of records. If you hold down a scroll button, you 
accelerate the scrolling and display every third screen.
nIn the Address View screen, the scroll buttons move to the 
previous or next address record.
nFrom the top of the Address list, the top scroll button opens the 
Fast Lookup screen.
You can also use the Address Look Up feature to quickly scroll to any 
of your Address entries.  
						

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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 letter of the company name.
3. Tap the record to view its contents.
To use Fast Look Up to find an Address record:
1. Go to the top of the Address list screen.
2. Press the top scroll button.
3. Press the application buttons on the front of your handheld to 
narrow the list of names. 
Tip:
The range boxes and controls appear on the screen above 
the corresponding button so you don’t have to remember 
which buttons to press. You can also tap the Fast Lookup 
range boxes and controls on the screen instead of pressing 
the buttons.
Look Up line 
						

							Page 86  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 second 
letter between A-L.
5. Press the bottom scroll button twice to Stop entering letters and to 
enter scroll mode.
6. Press the scroll buttons to select a name from the Fast Lookup list.
7. Press the Address button or the To Do List button to open the 
selected address.
8. Press the Date Book button or Memo button to exit Fast Lookup.
Press to find last 
names that begin 
with A-L
Press to find last 
names that begin 
with M-ZPress to find first 
names that begin 
with A-LPress to find first 
names that begin 
with M-Z
Find names in 
this category 
						

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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 bottom 
scroll button for two seconds.
nIf your addresses are sorted by company and last name, you can 
search by company and last name instead of by last and first name.
nYou can disable this feature by clearing the Enable Fast Lookup 
check box in Address Preferences.
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. 
						

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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.  
						

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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. 
						

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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 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.
Tap here