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-<!--
-<!DOCTYPE Chapter PUBLIC "-//GNOME//DTD DocBook PNG Variant V1.1//EN">
--->
-
-<chapter id="usage-contact">
- <title>Working with Your Contacts</title>
- <para>
- This chapter will show you how to use the
- <application>Evolution</application> addressbook 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 addressbook, see <xref
- linkend="config-prefs-contact">. You can import contacts from
- other contact management tools with the Import tool by
- selecting
- <menuchoice><guimenu>File</guimenu><guimenuitem>Import</guimenuitem></menuchoice>,
- or by mailing them to yourself as vCard attachments.
- </para>
-
- <para>
- The toolbar for the addressbook is quite simple.
- <itemizedlist>
- <listitem><para>
- Click <guibutton>New Contact</guibutton> to create a new card, or double-click
- in a blank space in the contact list.
- </para></listitem>
-
- <listitem><para>
- Click <guibutton>New List</guibutton> to create a new card, or double-click
- in a blank space in the contact list.
- </para></listitem>
-
- <listitem><para> The <guiicon>printer</guiicon> icon sends one
- or more of your cards to the printer. </para></listitem>
-
- <listitem><para> The <guiicon>stop sign</guiicon> icon 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 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 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>
- <mediaobject><imageobject><imagedata
- fileref="figures/contact-editor" format="png" srccredit="Aaron
- Weber">
- </imageobject></mediaobject>
- </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. As an example,
- we'll use the Ximian mascot, <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 downward pointing triangle 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. Entries that have information in them have
- a check mark next to them. The 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>
- 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 Addressbook</title>
- <para>
- Organizing your addressbook is a lot like organizing your
- mail. You can have folders and searches the same way you can
- with mail, but the addressbook 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>
-
-<!-- UNIMPLEMENTED FEATURE
- <para>
- Another useful <application>Evolution</application> feature is
- its ability to recognize when people live or work together. If
- several people in your addressbook 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. To better integrate with email tools,
- you can also create lists of contacts that you can send mail
- to as a single person.
- </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>
-
- <!-- 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>
-
- <sect3 id="usage-contact-organize-group-list">
- <title>Creating a List of Contacts</title>
- <para>
- To create a list of contacts:
-
- <orderedlist numeration="arabic">
- <listitem>
- <para>
- Open the list creation dialog box by clicking the
- <guibutton>New List</guibutton> button or selecting
- <menuchoice>
- <guimenu>
- File
- </guimenu>
- <guisubmenu>
- New
- </guisubmenu>
- <guimenuitem>
- Contact List
- </guimenuitem>
- </menuchoice>.
- </para>
- </listitem>
-
- <listitem>
- <para>
- Enter a name for the list.
- </para>
- </listitem>
- <listitem>
- <para>
- Enter names or email addresses of contacts, or just
- drag contacts from the main window into the list.
- </para>
- </listitem>
-
- <listitem>
- <para>
- Choose whether you would like to hide the email
- addresses when you send a message to the list.
- Unless it is a very small list, it is recommended
- that you leave the addresses hidden. This is the
- same thing as using the "Bcc:" feature discussed in
- <xref linkend="usage-mail-getnsend-send-to-types">.
- </para>
- </listitem>
-
- </orderedlist>
- </para>
- <para>
- When you are done, click <guibutton>OK</guibutton>. The
- list will appear as a contact card, which you can use as
- you would any other. That includes emailing the list to
- another person, and, of course, sending email to the list.
- </para>
- <para>
- To mail the list, open a new email and type the name you
- chose for the list. Ximian Evolution will address the
- message to the entire list when you send it. You can also
- right-click on the list's address card in the Addressbook
- and select <guimenuitem>Send Message to List</guimenuitem>.
- </para>
- <para>
- Ximian Evolution cannot store contact lists on Exchange
- servers.
- </para>
-
- </sect3>
- </sect2>
- </sect1>
-
- <sect1 id="usage-contact-sharing">
- <title>LDAP: Shared Addressbooks on a Network</title>
-
- <para>
- The <glossterm linkend="ldap">LDAP</glossterm> protocol was
- created to let users share contact information over a network by
- sharing access to a central address book. LDAP allows a company
- to maintain a shared set of contact information for a company or
- department. Many companies keep a common LDAP address book for
- all their employees or for client contacts.
- </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 LDAP 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. You do this by dragging and dropping
- your desired contacts into the local contacts list.
- </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>
- You cannot add, delete, or alter cards on the LDAP
- server. If you need to change information there, you
- will need to speak to your system administrator
- </para>
- </listitem>
- </itemizedlist>
- </para>
- <sect2 id="usage-contact-sharing-setup">
- <title>Configuring Evolution to use LDAP</title>
- <para>
- For information about setting up
- <application>Evolution</application> to use LDAP, please refer
- to <xref linkend="config-prefs-contact-ldap-add" />
- </para>
- </sect2>
- </sect1>
-
- <sect1 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.
- <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>
- </sect1>
-
-<!-- Unimplemented features:
- <para>
- You can also use the addressbook 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>
- <para>
- Need a map or directions? Click <guibutton>MapIt</guibutton> from
- within the addressbook, and <application>Evolution</application>
- will map the address for you online.
- </para>
- -->
-</chapter>
-
-
-