you can organize records in the calendar, contacts, palm photos, note pad, tasks, memos, and expense applications so that they are grouped logically into categories and are easy to review. in palm photos, categories are called albums. as we refer to categories throughout this section, we are also referring to albums unless otherwise noted.

    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 most applications.

    the illustrations in this section come from contacts, but you can use these procedures in all the applications in which categories are available. the only exception is that the steps for moving photos into albums is slightly different.

    see “filing photos in albums” in chapter 11 for details.

    to move a record into a category:

    1. select the record you want to categorize.

    2. in contacts 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, and then tap ok.

    in contacts, note pad, and memos, you can select the category name in the upper-right corner of the screen to assign the item to a different category.

    to display a category of records:

    1. tap the category pick list in the upper-right corner of the list screen.

    the category pick list does not display by default in the calendar application. to display the category pick list in calendar, see “setting day view display options” in chapter 5.

   

    2. select the category you want to view.

    the list screen now displays only the records assigned to that category.

    tip press an application button on your handheld to scroll through all the categories of that application except for unfiled. this feature is not available in all applications.

    to define a new category:

    1. tap the category pick list in the upper-right corner of the screen or list.

   

    2. select edit categories.

    3. tap new.

   

    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 or list.

    2. select edit categories.

    3. select the category that you want to rename, and then tap rename.

    calendar only. select the category that you want to rename, and then tap edit.

    4. enter the new name for the category, and then tap ok.

    5. tap ok.

    tip you can group the records within 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.