Categorizing records | Handspring Visor specification

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 entry as Unfiled or assign it to a category at any time.

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 Book 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 according to different business trips.

Note: The illustrations in this section come from Address Book, but you can use these procedures in all the applications in which categories are available. Categories are not available in Date Book.

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Common Tasks

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Handspring Visor manual Categorizing records, System-defined and user-defined categories

Contents

Visor Handheld User Guide Copyright Disclaimer and limitation of liabilitySoftware diskettes available Contents Managing Your Applications Overview of Basic ApplicationsCommon Tasks Application Specific Tasks Communicating Using Your Handheld Setting Preferences for Your Handheld Advanced HotSync Operations Appendix B Troubleshooting Tips Appendix D Non-ASCII Characters for Login ScriptsWarranty and Other Product Information Appendix a Maintaining Your Handheld About This Guide Page What is a Visor handheld? ChapterGetting to know your Visor handheld System requirements Windows minimum requirementsMacintosh minimum requirements Optional equipment Upgrade information Visor components Each handheld must have a unique nameLocating front panel controls Power ApplicationButtons Scroll Using the backlight Protective cover Locating back panel components Installing the batteries Tapping and typing Tap with the stylus to get things done Elements of the handheld interface Menu barIcons Abc 123 Check box Pick list Opening applications NextPrevious Arrows Using menus Graffiti menu commands Choosing a menu Command Three ways to enter dataDisplaying online tips Onscreen keyboard Graffiti writing Press the Memo Pad application button Tap New Using Palm Desktop software Importing data Customizing your handheld Palm Desktop software With Palm Desktop software, you can do the following Connecting the cradle Installing Palm Desktop software Using your handheld with Microsoft Outlook Windows only Using your handheld with another PIM Installing a Springboard module Using Graffiti writing to enter data Writing Graffiti characters Lift stylus here Start stroke at heavy dot Graffiti tips Graffiti alphabet Writing capital letters Writing numbersCaps Shift Caps Lock Graffiti numbers Writing punctuation marksNumber Writing symbols and extended characters Additional Graffiti punctuation Writing accented characters Accent strokesAdditional non-English characters Navigation strokes Graffiti ShortCutsMove cursor right Move cursor left Next Field Address Book only Using the onscreen keyboard Entry ShortCut Using your computer keyboard Importing data To import data Using the Applications Launcher Switching between applicationsSelecting applications Categorizing applications Changing the Applications Launcher display Choosing preferences Installing and removing applications Installing add-on applications Chapter Installing games Removing applications Removing Palm Desktop software Assigning a password SecuritySecurity, you can do the following Changing or deleting a password Locking your handheld Recovering from a forgotten password Overview of Basic Applications Date Book Date Book, you can do the following Date Book Plus Date Book Plus, you can do the following Address Book Address Book, you can do the following To Do List To Do List, you can do the following Memo Pad Memo Pad, you can do the following Calculator Calculator, you can do the following CityTime CityTime, you can do the following Expense Expense, you can do the following Overview of Basic Applications Common Tasks Creating records Editing records Entering textEdit menu Undo CutCopy Paste Deleting records Other ways to delete records Purging records Exchanging and updating data HotSync operations Performing a HotSync operation for the first time HotSync button Categorizing records System-defined and user-defined categories To move a record into a category To define a new category To rename a category Finding records Looking up Address Book records Using Find Using Phone Lookup Phone Lookup tips Looking up names to add to expense records Tap here Sorting lists of records Making records private Hiding private records Enter your password, and then tap Show Attaching notes Choosing fonts Common Tasks Application Specific Tasks Scheduling an event Tap the time of an event To schedule an event for another day Tap a blank area on the screen to deselect the untimed event Setting an alarm for an event Rescheduling an event Scheduling repeating or continuous events Considerations for repeating or continuous events Changing the Date Book view Working in Week View Tips for using Week View Tips for using Month View Working in Month ViewSpotting event conflicts Date Book menus Record menu Options menu Chapter Preferences Book Tips for using Week View with Text Working in Week View with Text Tips for using Year View Working in Year View Tips for using List View Working in List ViewWorking with floating events Tips for using floating events Tips for using To Do List items Working with To Do List items Using the Daily Journal Using templates Using snooze alarms Selecting the default Date BookDate Book Plus menus Record menu Preferences Display Options Alarm Preferences To Do Preferences Go to Week Week Preferences Show Journal. Displays a Daily Journal entry Month Preferences Year Preferences List View Preferences Book+ Creating an Address Book entry Selecting types of phone numbers Next Field Changing Address Entry details Address Book menus Record menusOptions menus Book Setting priority Checking off a To Do List item Changing To Do List item details Setting a due date To Do Show Options To Do List menus Show Due DatesShow Priorities Categories To create a new memo Reviewing memos Memo Pad menus Pad Selecting the Calculator mode Using the Basic Calculator buttons Using the Advanced Calculator mode Displaying Recent Calculations Using the Advanced Calculator buttons Primary buttonsMath buttons Trigonometry buttons Finance buttons Logic buttons Weight/Temp buttons Statistics buttons Length buttons Area buttons Volume buttons Creating a custom view Calculator menus Program menu Setting your home city Selecting remote cities Adding cities CityTime menus Utilities menu Tap the Applications icon Tap the Expense icon Tap New Changing the date of an Expense item Entering receipt details Customizing the Currency pick list Defining a custom currency symbol Show Options Sort byDistance Show currency Transferring your data to Microsoft Excel Creating or printing an expense report Using expense report templates Chapter To view your expense data using a Microsoft Excel template Expense menus Application Specific Tasks Communicating Using Your Handheld Setting up Mail on the desktop Mail, you can do the following Default SynchronizeFiles Desktop Synchronizing Mail with your E-Mail application Opening the Mail application on your handheldViewing e-mail items Creating e-mail items Displaying full header information To create an e-mail item Chapter Looking up an address Adding details to e-mail items Setting a priority Sending a blind carbon copy Adding a signature to your e-mail item Storing e-mail to be sent later Editing unsent e-mailRequesting confirmations Draft e-mail Filing e-mail Deleting e-mail Removing e-mail from the Deleted folder Purging deleted e-mail Message List optionsFolders Date column Sorting the Message ListSender Subject HotSync options AllSend Only Creating special filters FilterUnread Ignoring or receiving e-mail IgnoreMessages Containing Defining filter strings High-priority e-mail Truncating e-mail items Mail menus Message menus Beaming information To beam an application Tips on beaming information Communicating Using Your Handheld Selecting HotSync setup options Advanced HotSync Operations When Palm Always availableAvailable only Desktop software Serial Port Speed Customizing HotSync application settings Chapter Conducting a HotSync operation via modem Preparing your computer Setup String Preparing your handheldModem To prepare your handheld for a modem HotSync operation Selecting the conduits for a modem HotSync operation Connecting to your company’s dial-in server Conducting a HotSync operation via a networkPerforming a HotSync operation via a modem To prepare your computer for a network HotSync operation Using File Link Creating a user profile To use a profile for the first-time HotSync operation Viewing preferences Preferences screens, you can do the following Buttons preferences Pen preferences Turn Off & Lock Beam Data Digitizer preferences Formats preferencesHotSync buttons preferences Country default Time, date, week start, and numbers formats Auto-off delay General preferences System, alarm, and game sounds Modem preferences Selecting a service Network preferences and TCP/IP software Entering a user name Entering a password Adding telephone settings Entering a prefix Disabling Call Waiting Using a calling card Connecting to your service Creating additional service templates Adding detailed information to a service template Idle timeout Defining primary and secondary DNS IP address Creating a login script Wait ForSend Send CR Deleting a service template Network preferences menu commands TCP/IP troubleshootingService menu Options menu Displaying expanded Service Connection Progress messages Adding a DNS number Owner preferences ShortCuts preferences Creating a ShortCut Editing a ShortCut Deleting a ShortCut Setting Preferences for Your Handheld Appendix a Caring for your handheld Battery considerations Resetting your handheld Performing a soft reset Performing a hard reset Appendix a Maintaining Your Handheld Software installation problems Operating problemsProblem Solution Troubleshooting Tips Tapping and writing problems Application problems HotSync problems Troubleshooting Tips Appendix B Troubleshooting Tips Beaming problems Password problems Problem Solution Technical support Troubleshooting Tips Appendix C About mapping tables Customizing existing sample templates Determining the layout of the Expense Report Labels Sections Analyzing your custom Expense Report Programming the mapping table Table with four sections Creating a Custom Expense Report Appendix C Using applications other than Microsoft Excel Expense file details TripsTrip Expenses Creating a Custom Expense Report Appendix D Use of charCarriage return and line feed Literal characters Warranty Other Product Information Handspring, Inc Limited WarrantyPage Warranty and Other Product Information Handspring, Inc End User Software License Agreement Warranty and Other Product Information GNU Library General Public License Warranty and Other Product Information Page Warranty and Other Product Information Page No Warranty How to Apply These Terms to Your New Library FCC Statement Canadian RFI Statement Acknowledgments Index Index Index Index Index Index Index PIM Index Index USB