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- <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. The
- contact manager is illustrated in <xref
- linkend="usage-contact-fig">
- </para>
+<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. The
+ contact manager is illustrated in <xref
+ linkend="usage-contact-fig">
+ </para>
- <figure id="usage-contact-fig">
- <title>Evolution Contact Manager</title>
- <screenshot>
- <screeninfo>Evolution Contact Manager Window</screeninfo>
- <graphic fileref="fig/contact.png" format="png" srccredit="Aaron Weber">
+ <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>
+ </screenshot>
+ </figure>
- <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
- <keysym>KEYSYM</keysym>. The
- <interface>New Card</interface> window will appear. It has
- the following fields:
+ <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
+ <keysym>KEYSYM</keysym>. The <interface>Contact
+ Editor</interface> window will appear. It 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 with all the items from the main window (IS THIS TRUE?
+ DESCRIBE MENUBAR AGAIN?)
+ </para>
+ <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 handshake for contacts; and a
+ briefcase for categories. The things that go into most of the
+ text fields should be obvious enough, so we'll just describe the
+ more interesting parts of the window. Aside from the
+ <guilabel>Categories</guilabel> feature, which is discussed in
+ <xref linkend="usage-contact-organize">, there are two things
+ you'll want to know about.
+ </para>
+ <para>
+ Type "Eva Lucianne Tester" into the <guilabel>Full
+ Name</guilabel> field. You'll notice that the <guilabel>File
+ As</guilabel> field also fills up, but in a phone-book fashion:
+ Tester, Lucianne. You can pick "Eva Tester" from the drop-down,
+ or type in your own. I suggest that you don't enter something
+ entirely different from the actual name, however. You might
+ forget that you've filed Eva's information under "C" for "Code, Helix."
+ </para>
+ <para>
+ The other little feature I want to mention involves the little
+ squares next to several of the fields. Click on them and you'll
+ get a menu of different labels; for the fields in the telephone
+ section, it's a long list involving things like
+ <guilabel>Home</guilabel>, <guilabel>Home 2</guilabel>,
+ <guilabel>Other Fax</guilabel>, and <guilabel>Pager</guilabel>.
+ Select from among them to determine which four telephone numbers
+ to display at any given time. Of course, these connected times
+ mean that people often have more than four telephone numbers.
+ You can display only four in the editor, but
+ <application>Evolution</application> can remember them all for
+ you. When you click the little square button for the list of
+ labels, any that you've already filled in will be marked.
+ </para>
+ <figure id="usage-contact-editor-fig">
+ <title>Evolution Contact Editor</title>
+ <screenshot>
+ <screeninfo>Evolution Contact Editor</screeninfo>
+ <graphic fileref="fig/contact-new" format="png" srccredit="Aaron Weber">
+ </graphic>
+ </screenshot>
+ </figure>
+
+
+!--
+ <variablelist>
+ <listitem>
+ <term>
<itemizedlist>
- <listitem> <para>
+ <listitem> <para>
<guilabel>Name:</guilabel> Enter the person's name here
</para></listitem>
- <listitem> <para>
+ <listitem> <para>
</para></listitem>
- <listitem> <para>
+ <listitem> <para>
<guilabel>Business:</guilabel>
</para></listitem>
-
- <listitem> <para>
+
+ <listitem> <para>
<guilabel>Job Title:</guilabel>
</para></listitem>
-
- <listitem> <para>
+
+ <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.
+ </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>
+ <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 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>
- <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>
- <sect1 id="usage-contact-organize">
- <title>Organizing your Contact Manager</title>
+ <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>
- 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>
+ 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>
- 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>
+ To create a new folder, do this:
+ </para>
<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>
-
+ To put a card into a folder, do this:
+ </para>
+ </sect3>
+
+ <sect3 id="usage-contact-organize-group-category">
+ <title>Grouping with Categories</title>
<para>
- Of course, you don't want to share all of your cards&mdash;
- 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>
+ 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 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-->
+ To mark a card as belonging to a category, do this:
</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>
+ 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>
- <sect2 id="contact-automation-basic">
- <title>Send me a card: Adding New Cards Quickly</title>
+ <example id="usage-contact-sharing-ex">
+ <title>Sharing Address Cards and Calendar Data</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>
+ 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>
- <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>
+ <para>
+ Of course, you don't want to share all of your cards&mdash;
+ 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>