Handspring Treo 270 User Guide

							Chapter 4Page 61
SIM Book
SIM Book enables you to view and manage the phone list on your SIM card.
In SIM Book, you can do the following:
nCopy entries from your speed dial list to your SIM card so you can access your phone 
numbers if you move your SIM card to another phone.
nCopy entries from your SIM card to your speed dial list.
nDelete entries from your SIM card.
nDial entries on your SIM card.
To open SIM Book:
1. Press Option  . 
2. Press Menu  . 
3. Tap the SIM Book icon  .
  
						

							Page 62 Applications Overview
SIM Services
SIM Services enables you to access applications on your SIM card that are provided 
by your wireless service provider.
Note: Some wireless service providers do not put applications on the SIM card.
In SIM Services, you can do the following:
nAccess applications from your wireless service provider on your SIM card.
To open SIM Services
1. Press Option  . 
2. Press Menu  . 
3. Tap the SIM Srvcs icon  .
  
						

							Chapter 5Page 63
Chapter 5
Common Tasks
In addition to the wireless communication applications, your Treo™ 270 communicator also 
includes a full suite of personal information manager (PIM) applications: Date Book Plus, the 
Contacts view in PhoneBook, To Do List, Memo Pad, and Expense. This chapter provides 
instructions on how to do tasks that are common to several applications. It’s easy to transfer what 
you learn in one application to the other applications because the structure and behavior of all 
these applications are quite similar. 
Throughout this chapter, the term “record” is used to refer to an individual item in any of the PIM 
applications: a single Date Book Plus event, Contacts entry in PhoneBook, To Do List item, Memo 
Pad memo, or Expense item.
Creating records
You can use the following procedure to create a new record in Date Book Plus, the Contacts view 
in PhoneBook, To Do List, Memo Pad, and Expense.
To create a record:
1. Open the application in which you want to create a record.
2. Do one of the following:
nStart entering data (your communicator automatically creates a new record).
Tip: To create another new record, press the bottom scroll button and begin entering data.
nIn Date Book Plus and Contacts view in PhoneBook only: Press Menu   and under 
Record, select New… (/N).
nTap New.
3. In Date Book Plus only: Select start and end times for your event, and then hold Option   
and press Return  .
4. Enter text for the record.
Note: You do not have to press Shift   to capitalize the first letter of the field. Your 
communicator automatically capitalizes the first letter of each field (except numeric 
and e-mail fields). 
5. Use the scroll buttons, roll the rocker switch or tap a field directly to move between fields. 
6. (Optional) Tap Details to select attributes for the record.
7. In Contacts view in PhoneBook only: Hold Option   and press Return   to finish.
There’s no need to save the record because your communicator saves it automatically. 
						

							Page 64 Common Tasks
Editing records
After you create a record, you can change, delete, or enter new text at any time. Two screen 
features tell you when your communicator is in editing mode:
nA blinking cursor 
nOne or more edit lines
 
Entering text
For information on how to enter text using the keyboard on your communicator, the onscreen 
keyboard, or the keyboard attached to your computer, see Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit text. In general, commands 
available in the Edit menu apply to text that you select (or highlight) in an application.
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it. You can drag across the text to select additional 
words, or drag down to select a group of lines.
Tip: To select a word, double-tap the word. To select a whole line, triple-tap the line.
The following commands may appear in an Edit menu:
UndoReverses the action of the last edit command. For example, if you used 
Cut to remove text, Undo restores the text you removed. Undo also 
reverses deletions done by using backspace. 
CutRemoves the selected text and stores it temporarily in the memory of your 
communicator. You can paste the text you cut into another area of the 
current application or into a different application.
Edit line 
 Blinking cursor 
						

							Chapter 5Page 65
Deleting records
To delete a record in any of the PIM applications:
1. Select the record you want to delete.
2. Press Menu  .
3. Under Record, select the Delete command (/D):
Date Book Plus: Delete Item
Contacts view in PhoneBook: Delete Contact
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive 
file in Palm Desktop software, be sure that the check box is checked. If you don’t want to save 
a copy, tap the check box to remove the check.
4. Hold Option   and press Return   to finish.
If you choose to save a copy of the selected item, your communicator transfers it to the archive 
file on your desktop the next time you perform a HotSync operation.CopyCopies the selected text and stores it temporarily in the memory of your 
communicator. You can paste the text that you copy into another area of 
the current application or into a different application.
PasteInserts the text that you cut or copied at the selected point in a record. The 
text you paste replaces any selected text. If you did not previously cut or 
copy text, Paste does nothing.
Select AllSelects all of the text in the current record or screen. This enables you to 
cut or copy all of the text and paste it elsewhere.
KeyboardOpens the onscreen keyboard. When you finish with the onscreen 
keyboard, hold Option   and press Return   to finish.
Keyboard HelpOpens screens that show many keyboard shortcuts and the base 
characters associated with symbols and other extended characters. Use 
this command anytime you need forget how to do something with the 
keyboard.  
						

							Page 66 Common Tasks
Other ways to delete records
You can also delete records in the following ways:
nIn the Details dialog box of the application, tap Delete, and then hold Option   and press 
Return   to finish.
nDelete the text of the record.
Note: In Date Book Plus, if you delete the text of a repeating event, you delete all instances 
of that event. 
Purging records
Over time, as you use Date Book Plus, To Do List, and Expense, you’ll accumulate records in these 
applications that have outlived their usefulness. For example, events that occurred months ago 
remain in the Date Book Plus, and To Do items that you marked as completed remain in the list, 
as do Expense items.
All these outdated records take up memory on your communicator, so it’s a good idea to remove 
them by using Purge. If you think Date Book Plus or To Do List records might prove useful later, 
you can purge them from your communicator and save them in an archive file.
Purging is not available in the Contacts view in PhoneBook or in Memo Pad. So you need to 
delete outdated records from these applications individually.
To purge records:
1. Open the application.
2. Press Menu  .
3. Under Record, select Purge (/E). 
A confirmation dialog box appears. 
Date Book Plus: Tap the pick list and select how old a record must be to be purged. Purge 
deletes repeating events if the last of the series ends before the date that you purge records.
Date Book Plus, To Do List: If you want to save a copy of the purged records to an archive 
file on your desktop, be sure that the check box is checked. If you don’t want to save a copy, 
tap the check box to remove the check box.
4. Hold Option   and press Return   to finish.
If you chose to save a copy of the purged records, your communicator transfers them to an archive 
file on your desktop the next time you perform a HotSync operation.
Note: Purging does not happen automatically. You must use the Purge command to make it 
happen. 
						

							Chapter 5Page 67
Categorizing records
Categorize records in the Contacts view in PhoneBook, 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 page 39 for details.)
When you create a record, your communicator automatically places it in the category that is 
currently displayed. If the category is All, your communicator assigns it to the Unfiled category. 
You can leave an entry as Unfiled or assign it to a category at any time.
System-defined and user-defined categories
By default, your communicator 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. 
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.).
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 Memo Pad, but you can use these procedures 
in all the applications in which categories are available. Categories are not available in 
Date Book Plus.
To move a record into a category:
1. Open the record you want to categorize.
2. In Contacts view in PhoneBook only: Press Menu  , and under Record, select Edit 
Contact (/E).
3. In the record view, tap the Category list to display the list of available categories.
4. Select the category for the record.
Tip: You can also assign a record to a category by tapping the Details button, selecting a 
category from the Category pick list in the Details dialog box, and then holding Option   
and pressing Return   to finish.
Category list 
						

							Page 68 Common Tasks
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 
						

							Chapter 5Page 69
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.
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 communicator offers several ways to find information quickly:
nAll applications: The Find utility locates any text that you specify, always starting with the 
current application.
nDate 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. 
						

							Page 70 Common Tasks
nPhoneBook: The Instant Lookup feature lets you scroll immediately to a Contacts record in 
PhoneBook by entering the first few letters of a first or last name, or the first name initial and 
the first few letters of a last name. 
nExpense: The Lookup feature displays the Contacts in PhoneBook that have data in the 
Company field. You can add these names to a list of attendees associated with an Expense 
record.
Looking up Contacts records in PhoneBook
When working with the Contacts view in PhoneBook, the buttons on your communicator make it 
easy to navigate among your Contacts entries.
nIn the Contacts list screen, the scroll buttons move the highlight. Holding Shift   and 
using the scroll buttons moves up or down an entire screen of records. If you press and hold 
a scroll button, you accelerate the scrolling and display every third screen.
nIn the Contact View screen, the scroll buttons move to the previous or next Contacts record.
You can also use the Instant Lookup feature, from any of the PhoneBook views, to quickly scroll 
to any of your Contacts entries. 
To use Instant Lookup to find a Contacts record:
1. From the Speed Dial, Contacts, or Call History views in PhoneBook, enter one of the following 
for the name you want to find:
nFirst name initial and last name.
nFirst name
nLast name
 
 
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.