diff options
Diffstat (limited to 'help/no/usage-contact.sgml')
-rw-r--r-- | help/no/usage-contact.sgml | 639 |
1 files changed, 639 insertions, 0 deletions
diff --git a/help/no/usage-contact.sgml b/help/no/usage-contact.sgml new file mode 100644 index 0000000000..5be3d0ca09 --- /dev/null +++ b/help/no/usage-contact.sgml @@ -0,0 +1,639 @@ +<!-- +<!DOCTYPE Chapter PUBLIC "-//GNOME//DTD DocBook PNG Variant V1.1//EN"> +--> + +<chapter id="usage-contact"> + <title>Working with Your Contacts</title> + <abstract> + <para> + The <application>Evolution</application> address book can + handle all of the functions of an address book, phone book, or + Rolodex. Of course, it's a lot easier to update + <application>Evolution</application> than it is to change an + actual paper book. <application>Evolution</application> also + allows easy synchronization with hand-held devices. Since + <application>Evolution</application> supports the <glossterm + linkend="ldap">LDAP</glossterm> directory protocol, you can use + it with almost any type of existing directory server on your + network. + </para> + <para> + Another advantage of the <application>Evolution</application> + address book is its integration with the rest of the + application. When you look for someone's address, you can also + see a history of appointments with that person. Or, you can + create address cards from emails with just a few clicks. In + addition, searches and folders work in the same way they do in + the rest of <application>Evolution</application>. + </para> + <para> + This chapter will show you how to use the + <application>Evolution</application> address book to organize + any amount of contact information, share addresses over a + network, and several ways to save time with everyday tasks. To + learn about configuring the address book, see <xref + linkend="config-prefs-contact">. + </para> + </abstract> + <sect1 id="usage-contact-basic"> + <title>Getting Started With the Address Book</title> + + <figure id="usage-contact-fig"> + <title>Evolution Contact Interface</title> + <screenshot> + <screeninfo>Evolution Contact List Window</screeninfo> + <graphic fileref="figures/contact" format="png" srccredit="Kevin Breit"> + </graphic> + </screenshot> + </figure> + + <para> + <inlinegraphic fileref="figures/full-1" format="png"></inlinegraphic> + <guilabel>Contact List</guilabel> + </para> + + <para> + The <guilabel>Contact List</guilabel> lists your contacts. + </para> + + <para> + To open your address book, click on + <guibutton>Contacts</guibutton> in the shortcut bar, or select + one of your contacts folders from the folder bar. <xref + linkend="usage-contact-fig"> shows the address book in all + its organizational glory. By default, the address book + shows all your cards in alphabetical order, in a <glossterm + linkend="minicard">minicard</glossterm> view. You can select + other views from the <guimenu>View</guimenu> menu, and adjust + the width of the columns by clicking and dragging the grey + column dividers. + </para> + + <para> + The toolbar for the address book is quite simple. + <itemizedlist> + <listitem><para> + <guibutton>New</guibutton> creates a new card. + </para></listitem> + + <listitem><para> + <guibutton>Find</guibutton> brings up an in-depth search window. + </para></listitem> + + <listitem><para> + <guibutton>Print</guibutton> sends one or more of your cards to the printer. + </para></listitem> + <listitem><para> + <guibutton>Delete</guibutton> deletes a selected card. + </para></listitem> + + <listitem><para> <guibutton>View All</guibutton> displays all + the address information in the folder. Use this button to + refresh the display for a network folder, or to switch from + viewing the results of a search and see all your contacts. + <!-- Lets xref to search feature --> + </para></listitem> + + <listitem><para> <guibutton>Stop</guibutton> stops loading + contact data from the network. This button is only + relevant if you are looking at contact information on a + network. </para></listitem> + </itemizedlist> + </para> + + <para> + Your contact information fills the rest of the display. Move + through the cards alphabetically with the buttons and the + scrollbar to the right of the window. Of course, if you have + more than a few people listed, you'll want some way of finding + them more quickly, which is why there's a search feature. + </para> + </sect1> + + <sect1 id="usage-contact-cards"> + <title>The Contact Editor</title> + <para> + To delete a contact: + <orderedlist numeration="arabic"> + <listitem> + <para> + Click once on the contact. + </para> + </listitem> + <listitem> + <para> + Press the <guibutton>Delete</guibutton> button. + </para> + </listitem> + </orderedlist> + </para> + <para> + If you want to add or change cards, you'll use the contact + editor. To change a card that already exists, double click on + it to open the contact editor window. If you want to create a new + card, clicking the <guibutton>New</guibutton> button in the + toolbar will open the same window, with blank entry boxes for + you to fill in. + </para> + + <para> + The contact editor window has two tabs, + <guilabel>General</guilabel>, for basic contact information, + and <guilabel>Details</guilabel>, for a more specific + description of the person. In addition, it contains a + <guimenu>File</guimenu> menu, (see <xref + linkend="menuref-contact-editor">) and a toolbar with three + items: <guilabel>Save and Close</guilabel>, + <guilabel>Print</guilabel>, and <guilabel>Delete</guilabel>. + </para> + + <figure id="usage-contact-editor-fig"> + <title>Evolution Contact Editor</title> + <screenshot> + <screeninfo>Evolution Contact Editor</screeninfo> + <graphic fileref="figures/contact-editor" format="png" srccredit="Aaron Weber"> + </graphic> + </screenshot> + </figure> + + <para> The <guilabel>General</guilabel> tab has seven sections, + each with an icon: a face, for name and company; a telephone + for phone numbers; an envelope for email address; a globe for + web page address; a house for postal address; a file folder + for contacts, and a briefcase for categories. + </para> + <para> + <variablelist> + + <varlistentry> + <term>Full Name</term> + <listitem> + <para> + The <guilabel>Full Name</guilabel> field has two + major features: + <itemizedlist> + <listitem> + <para> + You can enter a name into the <guibutton>Full + Name</guibutton> field, but you can also click the + <guibutton>Full Name</guibutton> button to bring + up a small dialog box with a few text boxes + <variablelist> + <varlistentry> + <term><guilabel>Title: </guilabel></term> + <listitem> <para> + Enter an honorific or select one from the menu. + </para></listitem> + </varlistentry> + <varlistentry> + <term><guilabel>First: </guilabel></term> + <listitem> <para> + Enter the first, or given, name. + </para></listitem> + </varlistentry> + <varlistentry> + <term><guilabel>Middle: </guilabel></term> + <listitem> <para> + Enter the middle name or initial, if any. + </para></listitem> + </varlistentry> + <varlistentry> + <term><guilabel>Last: </guilabel></term> + <listitem> <para> + Enter the last name (surname). + </para></listitem> + </varlistentry> + <varlistentry> + <term><guilabel>Suffix: </guilabel></term> + <listitem> <para> + Enter suffixes such as "Jr." or "III." + </para></listitem> + </varlistentry> + </variablelist> + </para> + </listitem> + </itemizedlist> + </para> + <para> + The <guilabel>Full Name</guilabel> field also + interacts with the <guilabel>File As</guilabel> + box to help you organize your contacts. + </para> + <para> + To see how it works, type a name in the + <guilabel>Full Name</guilabel> field: + <userinput>Rupert T. Monkey</userinput>. You'll + notice that the <guilabel>File As</guilabel> field + also fills in, but in reverse: + <computeroutput>Monkey, Rupert</computeroutput>. + You can pick <computeroutput>Rupert Monkey + </computeroutput> from the drop-down, or type in + your own, such as <userinput> T. Rupert Monkey + </userinput>. + </para> + <tip> + <title>Filing Suggestion</title> + <para> + Don't enter something entirely different from the + actual name, since you might forget that you've filed + Rupert's information under "F" for "Fictitious Ximian + Employee." + </para> + </tip> + </listitem> + </varlistentry> + <varlistentry> + <term>Multiple Values for Fields</term> + <listitem> + <para> + If you click on the small arrow buttons next to the + <guilabel>Primary Email</guilabel> field, you can also + choose <guilabel>Email 2</guilabel> and + <guilabel>Email 3</guilabel>. Although the contact + editor will only display one of those at any given + time, <application>Evolution</application> will + store them all. The arrow buttons next to the + telephone and postal address fields work in the same + way. + </para> + </listitem> + </varlistentry> + </variablelist> + </para> + <para> + The last item in the <guilabel>General</guilabel> tab is the + <guilabel>Categories</guilabel> organization tool; for + information on that, read <xref + linkend="usage-contact-organize">. + </para> + <para> + The <guilabel>Details</guilabel> tab is much simpler: + <itemizedlist> + <listitem> + <para> + The briefcase - Describes the person's professional life + </para> + </listitem> + <listitem> + <para> + The face - Describes the person's personal life + </para> + </listitem> + <listitem> + <para> + The globe - Miscellanious notes + </para> + </listitem> + </itemizedlist> + + <tip> + <title>Contact Shortcuts</title> + <para> + You can add cards from within an email message or calendar + appointment. While looking at an email, right-click on + any email address or message, and choose + <guimenuitem>Create Card for this Address</guimenuitem> or + <guimenuitem>Create Card for this Sender</guimenuitem> + from the menu. + </para> + </tip> + </para> + </sect1> + + <sect1 id="contact-search"> + <title>Searching for Contacts</title> + <para> + <application>Evolution</application> allows searching through contacts + quickly and easily. + </para> + <para> + To search through contacts: + <orderedlist numeration="arabic"> + <listitem> + <para> + Select your search focus in the search bar. + </para> + </listitem> + <listitem> + <para> + Enter your query. + </para> + </listitem> + <listitem> + <para> + Press return to search. + </para> + </listitem> + </orderedlist> + </para> + <para> + You can refine searches by doing several in + succession, or start over by pressing the <guibutton>Show + All</guibutton> button. + </para> + <para> + If there are no matches, the card display will be + blank. When you'd like to see all the cards again, press + <guilabel>Show All</guilabel>. + </para> + <example id="contact-quicksearch-ex"> + <title>Refining a Quick Search</title> + <para> + Tom comes back from lunch and finds a note on his + keyboard: "Curtis in sales called for you, but he didn't + leave a number, and I forgot to write down the name of the + company he works for. He said it was important, though." + Tom is not at all annoyed. + </para> + <para> + He opens his contacts folder, and runs a quick search for + "Curtis." There are eighteen different people with that name + in the file. He then enters "Sales," and + <application>Evolution</application> narrows it down to the + right Curtis. He only becomes annoyed when he discovers that + the call was not actually important. + </para> + </example> + + <para> + To perform a complex search through your contacts: + <orderedlist numeration="arabic"> + <listitem> + <para> + Open + <menuchoice> + <guimenu>Tools</guimenu> + <guimenuitem>Search for contacts</guimenuitem> + </menuchoice> + </para> + </listitem> + <listitem> + <para> + Name the rule in the <guilabel>Rule Name</guilabel> field. + </para> + </listitem> + <listitem> + <para> + Setup your criteria information in the <guilabel>If</guilabel> section. + </para> + </listitem> + <listitem> + <para> + If you want to add more critera, click the <guibutton>Add + Criterion</guibutton> button. + </para> + </listitem> + <listitem> + <para> + Click <guibutton>Search</guibutton>. + </para> + </listitem> + </orderedlist> + </para> + <para> + To show all your contacts, select <guibutton>Show All</guibutton> in the + <guilabel>Search Bar</guilabel> or search with an empty query. + </para> + + </sect1> + + <sect1 id="usage-contact-organize"> + <title>Organizing your Address Book</title> + <para> + Organizing your address book is a lot like organizing your + mail. You can have folders and searches the same way you can + with mail, but the address book does not allow Virtual Folders. It + does, however, allow each card to fall under several + categories, and allow you to create your own categories. To + learn about categories, read <xref + linkend="usage-contact-organize-group-category">. + </para> + +<!-- + <para> + Another useful <application>Evolution</application> feature is + its ability to recognize when people live or work together. If + several people in your address book share an address, and you + change the address for one of them, + <application>Evolution</application> will ask you if you wish to + change the address for all of them, or just for one. + </para> +--> + + <sect2 id="usage-contact-organize-group"> + <title>Groups of contacts</title> + <para> + <application>Evolution</application> offers two ways for you + to organize your cards. The first way is to use folders; + this works the same way mail folders do. For more + flexibility, you can also mark contacts as elements of + different categories. + </para> + + <sect3 id="usage-contact-organize-group-folder"> + <title>Grouping with Folders</title> + <para> + The simplest way to group address cards is to use folders. + By default, cards start in the + <guilabel>Contacts</guilabel> folder. If you've read <xref + linkend="usage-mainwindow"> then you already know that you + can create a new folder by selecting + <menuchoice> + <guimenu>File</guimenu> + <guisubmenu>New</guisubmenu> + <guimenuitem>Folder</guimenuitem> + </menuchoice> + and that you can put new folders anywhere you like. Just + like with mail, cards must be in a card folder, and no card + can be in two places at once. If you want more + flexibility, try <xref + linkend="usage-contact-organize-group-category">. + </para> + <para> + To put a card into a folder, just drag it there from the + folder view. Remember that contact cards can only go in + contact folders, just like mail can only go in mail folders, + and calendars in calendar folders. + </para> + </sect3> + + <sect3 id="usage-contact-organize-group-category"> + <title>Grouping with Categories</title> + <para> + The other way to group cards is to mark them as belonging + to different categories. + That means that you + can mark a card as being in several categories or no + category at all. For example, I put my friend Matthew's + card in the "Business" category, because he works with me, + the "Friends" category, because he's also my friend, and + the "Frequent" category, because I call him all the time + and can never remember his phone number. + </para> + <para> + To mark a card as belonging to a category, click the + <guibutton>Categories</guibutton> button at the lower + right. From the dialog box that appears, you can check as + many or as few categories as you like. + </para> + <para> + Then, you can refer to all the cards in that category by: + <!-- FIXME --> Waiting for Evolution to support the + operation. + </para> + + <!-- FIXME: Feature Not Implemented + <para> + + If the master list of categories doesn't suit you, you can + add your own. Just enter the new category's name in the + text box, then click <guibutton>Categories</guibutton> and + choose <guilabel>Add to Master List</guilabel> in the + window that appears. + </para> + --> + + </sect3> + </sect2> + </sect1> + +<!-- we need a LDAP server up for me to test this --> + <sect1 id="usage-contact-sharing"> + <title>Sharing your Cards</title> + <para> + If you keep your cards on a network using an <glossterm + linkend="ldap">LDAP</glossterm> server, you can share access to + them, browse other peoples address books, or maintain a shared set of + contact information for your company or your department. This + is the sort of feature you'll want to use if your company has a + list of vendors and clients that needs constant updating. If + you share calendars as well as address books, people can avoid + duplicating work and keep up to date on developments within + their workgroup or across the entire company. + </para> + + <example id="usage-contact-sharing-ex"> + <title>Sharing Address Cards and Calendar Data</title> + <para> + Ray wants to schedule a meeting with Company X, so he + checks the network for the Company X address card so he + knows whom to call there. Since his company also shares + calendars, he then learns that his co-worker Deanna has + already scheduled a meeting with Company X next Thursday. + He can either go to the meeting himself or ask Deanna to + discuss his concerns for him. Either way, he avoids + scheduling an extra meeting with Company X. + </para> + </example> + <para> + Of course, you don't want to share all of your cards— why + overload the network with a list of babysitters or tell + everyone in the office you're talking to new job prospects? If + you keep cards on your own computer, you can decide which items + you want to make accessible to others. + </para> + <para> + To learn how to add a remote directory to your available + contact folders, see <xref linkend="config-prefs-contact">. + Once you have a connection, the network contacts folder or + folders will appear inside the <guilabel>External + Directories</guilabel> folder in the folder bar. It will work + exactly like a local folder of cards, with the following + exceptions: + <itemizedlist> + + <listitem> + <para> + Network folders are only available when you are + connected to the network. If you use a laptop or have a + modem connection, you may wish to copy or cache the + network directory and then synchronize your copy with + the networked version periodically. <!-- FIXME: HOW? --> + </para> + </listitem> + + <listitem> + <para> + To prevent excess network traffic, + <application>Evolution</application> will not normally + load the contents of LDAP folders immediately upon + opening. You must click <guilabel>Display + All</guilabel> before LDAP folder cards will be loaded + from the network. You can change this behavior in the + <interface>Contact Preferences</interface> window. + </para> + </listitem> + <listitem> + <para> + Your ability to view, change, add, and delete contacts + depends on the settings of the LDAP server. + </para> + </listitem> + </itemizedlist> + </para> + </sect1> + + <sect1 id="usage-contact-automate"> + <title>Address Book Tools</title> + <para> + The address book works closely with + <application>Evolution</application>'s mail and calendar tools. + For example, you can use the address book to help you manage + mailing lists, and send or recieve address cards over email. + More tools are on the way, and when they arrive, <!-- FIXME --> + they will be described in this section. + </para> + + <sect2 id="contact-automation-basic"> + <title>Send me a Card: Adding New Cards Quickly</title> + <para> + As noted before, when you get information about a person in + the mail or in a calendar entry, you can add it to an address + card. To do so, right click on any email address or email + message, and select <guimenuitem>Add Address + Card</guimenuitem> from the menu that appears. Of course, + <application> Evolution</application> can also add cards from a + hand-held device during HotSync operation. For more + information about that, see <xref linkend="usage-sync">. + </para> + </sect2> + + <sect2 id="contact-automation-lists"> + <title>Managing a Mailing list</title> + <para> + You already know that when you are writing an email, you can + address it to one or more people, and that + <application>Evolution</application> will fill in addresses + from your address book's address cards if you let it. In + addition to that, you can send email to everyone in a + particular group if you choose. + </para> + +<!-- FIXME this feature not yet implemented + + <para> + You can also use the address book to print postal addresses + on mailing labels. Future versions of + <application>Evolution</application> will allow you to you + export a group of cards to a spreadsheet, database, or word + processor so you can print address labels or prepare large + mailings. + </para> + --> + + </sect2> + <!--- FIXME this feature not yet implemented + <sect2 id="usage-contact-automation-extra"> + <title>Map It!</title> + <para> + Need a map or directions? Click + <guibutton>MapIt</guibutton> from within the contact + manager, and <application>Evolution</application> will + map the address for you online. + </para> + </sect2> + --> + + + </sect1> +</chapter> |