<chapter id="usage-contact"> <title>The Evolution Contact Manager</title> <para> The <application>Evolution</application> contact manager can handle all of the functions of an address book, phone book, or Rolodex. Of course, <application>Evolution</application> allows easier updates than an actual paper book. <application> Evolution </application> also allows easy synchronization with handheld and remote devices. Since <application>Evolution> </application> supports most major network protocols, including <glossterm>LDAP</glossterm>, it's easy to use over an 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> <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. </para> <para> The contact manager interface is broken into two main parts. The first part is the contact display section. This can be found at the bottom right panel of <application>Evolution</application>. This section is where all your contact information is displayed. Each of these cards are organized into folders. The second section is the administrative section which spans the top of the <application> Evolution</application> window. This is where you can add, edit, or delete records. </para> </sect1> <sect1 id="usage-contact-cards"> <title>Creating, Deleting, and Adding Cards</title> <para> You can create a new card by pressing the <guibutton>New Card</guibutton> button, or by pressing <shortcut><keysym>KEYSYM</keysym></shortcut>. The <interface>New Card</interface> window will appear. It has the following fields: <itemizedlist> <listitem> <para> <guilabel>Name:</guilabel> Enter the person's name here </para></listitem> <listitem> <para> </para></listitem> <listitem> <para> <guilabel>Business:</guilabel> </para></listitem> <listitem> <para> <guilabel>Job Title:</guilabel> </para></listitem> <listitem> <para> <guilabel>Home:</guilabel> </para></listitem> </itemizedlist> </para> <para> You can choose which fields an address card has, and create new fields for cards. For example, <application>Evolution</application> provides for two line postal addresses by default, but you may have as many or as few lines to an address as you wish. To change which fields an address card has, choose DESCRIBE HERE HOW TO DO THIS. </para> <note> <title>Quick ways to add cards</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> </note> <para> You delete a card by pressing the <guibutton>Delete Card</guibutton> button, or by dragging it into the trash folder. </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> </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. We'll go over categories in a bit. </para> <para> Another useful UNIMPLEMENTED <application>Evolution</application> feature is its ability to recognize when people live together. If two 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 both of them, or just for one. </para> <sect2 id="usage-contact-organize-group"> <title>Groups of contacts</title> <para> <application>Evolution</application> lets you put cards into folders, mark them as members of different groups, and search through them in a variety of ways. This section will describe how to organize and find contact information using <application>Evolution</application>. CHANGE THIS paragraph: it needs a great deal of work. </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. You can create more folders inside that one, or create other address book folders as well. Each card must be in one and only one folder. </para> <para> To create a new folder, do this: </para> <para> To put a card into a folder, do this: </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, do this: </para> <para> Then, you can refer to all the cards in that category by: </para> <para> If the default categories don't suit you, you can add your own. Here's how: </para> </sect3> </sect2> </sect1> <sect1 id="usage-contact-sharing"> <title>Sharing your Cards (and keeping them to yourself)</title> <para> Cards can be shared over a network. 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 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 someone at Company X, so he checks the network for the Company X address card that states his contacts there. Since his company also shares calendars, he then learns that his co-worker Deanna has already scheduled a meeting with them next Thursday. He can either go to the meeting himself or ask Deanna to discuss his concerns for him. Either way, I avoid 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 on your network you're talking to new job prospects? <application>Evolution</application> lets you decide which folders you want to make accessible to others. </para> <para> To begin sharing a folder of address cards, select (something) <!-- DESCRIBE PROCESS HERE -->. The <interface>Sharing</interface> window will pop up. It contains: <!--DESCRIBE INTERFACE HERE--> </para> </sect1> <sect1 id="usage-contact-automate"> <title>Automating the Contact Manager</title> <para> The <application>Evolution</application> contact manager can perform a wide variety of tasks for you. From speeding up basic tasks like adding a new address card to managing mailing lists, you'll find that the contact manager is more than a mere address book. </para> <sect2 id="contact-automation-basic"> <title>Send me a card: Adding New Cards Quickly</title> <para> When you get information 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> 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 by doing SOMETHING HERE. 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! and other extra features</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>