Pcs Phone Handspring Treo 300 User Guide

Section 5
Common Tasks 63
Common Tasks
5
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. 
The Contacts view in PhoneBook 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.)....

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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.
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. 
Category 
pick list
Category 
pick list 

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5.Hold Option   and press Return   twice to finish.
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. 
5.Hold Option   and press Return   twice to finish.
Ti p :  You can group the records in two or more categories into one 
category by...

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Finding records
Your phone offers several ways to find information quickly:
©All applications: The Find utility locates any text that you specify, 
always starting with the current application.
©Date Book Plus, To Do List, Memo Pad: The Phone Number 
Lookup feature displays the Contacts view in PhoneBook and shows 
names and phone numbers for entries that have phone numbers. 
You can add the information that appears in this list to a record.
©PhoneBook: The Instant Lookup...

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For example, entering a “ca” displays “Chris Cadwell,” “David 
Cagle,” and “Carolyn Malestic” as shown above. Entering “cmal” 
finds only “Carolyn Malestic.”
2.Use the scroll buttons to select the contact name.
3.Press Return   to view the contents of the record.
Using Find
You can use Find to locate any text that you specify, in any application.
To use Find:
1.
Press Option   and then press Shift   to open the Find dialog 
box.
Ti p :  If you select text in...

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As your phone searches for the text, you can tap Stop at any time. 
You may want to do this if the entry you want appears before your 
phone 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 Number Lookup
Phone Number Lookup displays the information you entered in the 
Contacts view in PhoneBook, and it lets you add this information to a 
record.
To use Phone Number Lookup:
1.
Display the...

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5
Suarez.” If your Contacts are sorted by first name, and your enter 
“su,” the list displays “Susan Smith” and “Suki Sakimoto.”
5.Continue to spell the name you’re looking for, or when you see the 
name, scroll to it. 
6.Press Space   or Return  .
The name you selected, along with the other information associated with 
it, is pasted into the record you selected in step 1.
Phone Number Lookup tips
You can also enter the keyboard shortcut (/L) to activate the Phone...

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Looking up names to add to expense records
In Expense, Lookup displays the names of Contacts entries in Phonebook 
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 
in Phonebook that have data in the Company...

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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 view in PhoneBook, To Do List, Memo Pad, and Expense.
Note: You can also assign records to categories. See page 62 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...

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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, however, 
until you select the Security setting to hide or mask all private records. 
See the section that begins on page 43 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...