<!-- <!DOCTYPE Chapter PUBLIC "-//GNOME//DTD DocBook PNG Variant V1.1//EN"> --> <chapter id="usage-contact"> <title>The Evolution Contact Manager</title> <abstract> <para> The <application>Evolution</application> contact manager 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 and remote devices. Since <application>Evolution</application> supports most major network protocols, including <glossterm>LDAP</glossterm>, it can fit into almost any existing network. </para> <para> Another advantage of the <application>Evolution</application> address book is its integration with the rest of the application. That means that when you look for someone's address, you can also see a history of appointments with that person. Or, you can get an e-mail with contact information in it and create a new address card on the spot. In addition, searches and folders and all work in the same way they do in the other components, so you don't have to learn another system for similar tasks. </para> <para> This chapter will cover using the <application>Evolution</application> contact manager 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 contact manager, see <xref linkend="config-prefs-contact">. </para> </abstract> <sect1 id="usage-contact-basic"> <title>Getting Started With the Contact Manager</title> <para> To open up your address book, click on <guibutton>Contacts</guibutton> in the shortcut bar. The contact manager is illustrated in <xref linkend="usage-contact-fig">. By default, the contact manager shows all your cards in alphabetical order, in a <glossterm>minicard</glossterm> format. 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> <figure id="usage-contact-fig"> <title>Evolution Contact Manager</title> <screenshot> <screeninfo>Evolution Contact Manager Window</screeninfo> <graphic fileref="fig/contact" format="png" srccredit="Aaron Weber"> </graphic> </screenshot> </figure> <para> The toolbar for the address book is quite simple: <itemizedlist> <listitem><para> Press <guibutton>New</guibutton> for a new contact. </para></listitem> <listitem><para> <guibutton>Find</guibutton> brings up an in-depth search window. </para></listitem> <listitem><para> Press <guibutton>Print</guibutton> to print one or more cards. </para></listitem> <listitem><para> <guibutton>Delete</guibutton> deletes a selected card. </para></listitem> <listitem><para> <guibutton>Show All</guibutton> Shows all cards. </para></listitem> <listitem><para> <guibutton>Stop</guibutton> Stop loading card data from the network. </para></listitem> </itemizedlist> </para> <para> The last feature is <guilabel>Quick Search</guilabel>; to use it, just type in the name of the person you're looking for and hit <keycap>Enter</keycap>. <application>Evolution</application> will search through all the cards to find one that matches. </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> <para> The rest of the contact manager is taken up by the display of your cards. You can view that display as a table or as a list of cards— switch views in the <guimenu>View</guimenu> menu — and move through them alphabetically with the buttons and the scrollbar at the right of the window. </para> </sect1> <sect1 id="usage-contact-cards"> <title>Destroy, Create, or Change Cards</title> <para> To delete a card, click on it once to select it, then press the <guibutton>Delete Card</guibutton> button. If you have multiple cards selected, you'll delete multiple cards. </para> <para> Adding or changing cards is slightly more complicated. Any time you add information to the contact manager, whether it's an old card you're editing or a new card you're just adding to your address book, you'll use the contact editor. To change a card that already exists, just double click it to open the contact editor window with all the current information already filled in. If you want to create a new one, clicking the <guibutton>New Card</guibutton> button will open up that same window, but with empty fields instead of full ones. Either way, it's the same tool for quite similar tasks, and you'll find that it's pretty flexible and can store quite a lot more than you'd think would fit onto a file card. </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 full menu bar, covered in <xref linkend="menuref">. </para> <figure id="usage-contact-editor-fig"> <title>Evolution Contact Editor</title> <screenshot> <screeninfo>Evolution Contact Editor</screeninfo> <graphic fileref="fig/contact-editor" format="png" srccredit="Aaron Weber"> </graphic> </screenshot> </figure> <para> The <guilabel>General</guilabel> tab contains no less than seven sections, each with an icon: a face, for name and company; a telephone for phone numbers; an envelope for email address; a house for postal address; a file folder for contacts, and a briefcase for categories. You can guess what sort of information belongs in fields like <guilabel>Job Title</guilabel> and <guilabel>Web page address</guilabel>, but there are several parts of the window that are a little more interesting. </para> <para> For more information about the <guilabel>Categories</guilabel> organization tool, have a look at <xref linkend="usage-contact-organize">. The rest of the features in the window are here: <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> The person's first, or given, name. </para></listitem> </varlistentry> <varlistentry> <term><guilabel>Middle: </guilabel></term> <listitem> <para> The middle name or initial, if any, goes here. </para></listitem> </varlistentry> <varlistentry> <term><guilabel>Last: </guilabel></term> <listitem> <para> The last name (surname) belongs here. </para></listitem> </varlistentry> <varlistentry> <term><guilabel>Suffix: </guilabel></term> <listitem> <para> Suffixes such as "Jr." or "III" can go here. </para></listitem> </varlistentry> </variablelist> </para> </listitem> <listitem> <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>Eva Lucianne Tester</userinput>. You'll notice that the <guilabel>File As</guilabel> field also fills up, but in reverse: <computeroutput>Tester, Eva</computeroutput>. You can pick <computeroutput>Eva Tester</computeroutput> from the drop-down, or type in your own, such as <userinput>Lucianne Tester, Eva</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 Eva's information under "F" for "Fictitious Helix Code Employee." </para> </tip> </listitem> </itemizedlist> </para> </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 remember them all. The arrow buttons next to the telephone and postal address fields work in the same way. </para> </listitem> </varlistentry> </variablelist> </para> <!--- ############# This section isn't implemented yet either: <sect2> <title></title> <para> <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. While looking at a calendar appointment, right-click any email address, and choose <guimenuitem>Create Card for this Address</guimenuitem>. (NOTE that feature may change! unimplemented!) </para> </tip> </para> <para> You can move cards around just as you would move email messages: dragging and dropping works, as does right-clicking and choosing <guimenuitem>Move</guimenuitem> from the menu that appears. </para> </sect2> ############### SHORTCUT SECTION COMMENTED OUT FOR NOW --> </sect1> <sect1 id="usage-contact-organize"> <title>Organizing your Contact Manager</title> <para> Organizing your contact manager is a lot like organizing your mail. You can have folders and searches the same way you can with mail, but the contact manager does not allow vFolders. 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 contact manager 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 that mail folders do. For more flexibility, you can also mark contacts as members 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. The difference between folders and categories is that folders contain cards, but category membership is a property of each card. 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> <sect1 id="usage-contact-sharing"> <title>Sharing your Cards</title> <para> If you keep your cards on a network using an <glossterm>LDAP</glossterm> server, you can share access to them. Actually, the server software takes care of that, and also determines who is allowed to see and change them. 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 also share your calendars, people can avoid duplicating work and keep up to date on developments within their work-group 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 set up your connection to an LDAP server, 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, and will work exactly like a local folder of cards, with the following exceptions: <itemizedlist> <listitem><para> They 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. </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 or delete contacts depends on the settings of the LDAP server. For example, you may read all the entries in the public Netcenter directory (available by default in the <guilabel>External Directories</guilabel> folder), but you may not change or delete any of them. </para></listitem> </itemizedlist> </para> </sect1> <sect1 id="usage-contact-automate"> <title>Contact Manager Tools</title> <para> The contact manager works with <application>Evolution</application> mail and the calendar to help you add new address cards quickly. However, it can also manage mailing lists. There are more tools planned, 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> also adds 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 contact manager's address cards if you let it. In addition to that, you can send email to everyone in a particular group. </para> <!-- FIXME this feature not yet implemented --> <para> 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 postal mailings. </para> </sect2> <!-- <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>