3Com Palmone V Organiser Instructions Manual

							Chapter 4 Page 63
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 
organizer 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. 
						

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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 appear in the 
Business category.
Finding records
Your organizer 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 in your Address Book 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 Book records
When working with Address Book, the scroll button on the front panel 
of the organizer makes it easy to navigate among your address entries. 
nIn the Address List screen, the scroll button moves up or down an 
entire screen of records. If you hold down the scroll button, you 
accelerate the scrolling and display every third screen.
nIn the Address View screen, the scroll button moves to the 
previous or next address record.
You can also use the Address List Look Up feature to quickly scroll to 
any of your Address Book entries. 
To look up an Address Book record:
1. Display the Address List screen. 
						

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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 words that begin with the text you enter. For 
example, searching for “plane” finds “planet,” but not “air-
plane.”
3. Tap OK. 
Find searches for the text in all records and all notes.
Look Up line 
						

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As your organizer 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 organizer 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, 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 Book record that begins 
with “Wi,” your organizer inserts the full name “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 organizer 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 Book 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 you want to add names to.
2. Tap Details. 
						

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3. Tap Who.
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.
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 Book, 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 records in Address Book and Memo Pad:
1. Open the application to display the List screen.
2. Tap the Menu icon  .
Tap here 
						

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3. Tap Options, and then tap Preferences.
Address Book:
Memo Pad:
4. Do one of the following:
Address Book: 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 organizer, open 
Memo Pad in Palm Desktop software and click List by. Then 
select Order on handheld.
Making records private
In all basic applications except Expense, you can make individual 
records private. Private records remain visible and accessible, 
however, until you select the Security setting to hide all private 
records. See “Security” in Chapter 3 for more information.
Hiding private records
You can hide records that you mark as private. If you define a 
password for your organizer, you must enter it to display private 
records. 
						

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To hide private records:
1. Tap the Applications icon  .
2. Tap Security.
3. Tap Hide.
4. Tap Hide to confirm that you want to hide private records. 
To display private records:
1. Tap the Applications icon  .
2. Tap Security.
3. Tap Show.
If you do not have a password, hidden records become visible. 
If you have a password, the Show Private Records dialog box 
appears. Go to step 4.
4. Enter your password, and then tap Show.
Tap Hide
Tap Show 
						

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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.
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, 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 Book 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