The Evolution Contact Manager
The Evolution contact manager can
handle all of the functions of an address book, phone book,
or Rolodex. Of course, Evolution
allows easier updates than an actual paper book, and much
easier synchronization with handheld and remote devices. And
I doubt that you can take your little black book and make it
accessible to the rest of your office over a network. Since
Evolution supports most major
network protocols, including IMAP and
LDAP, it's easy to use over an
existing network.
Antother advantage of Evolution
is that the address book is integrated into 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, and when you get an email
with contact information in it, you can create a new address
card very quickly. In addition, searches, folders, and
vFolders all work in the same intuitive way they do in the
other components, so you don't have to learn another system
for similar tasks.
This chaper will cover the usage of the
Evolution contact manager,
including organizing large amounts of contact data, sharing
addresses over a network, and the automation
capabilities of the address book. Contact manager
configuration is addressed in .
Getting Started With the Contact Manager
To start managing your contacts, click on
Contacts in the shortcut bar.
Describe the interface. Include the fact that the
whole address book consists of a set of cards, organized into
folders.
Creating, Deleting, and Adding Cards
You can create a new card by pressing the New
Card button, or by pressing
KEYSYM. The New Card
window will appear. It has the following fields:
Name: Enter the person's name here
Address:
Something
Something
You can choose which fields an address card has, and create
new fields for cards. For example,
Evolution 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
Quick ways to add cards
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
Create Card for this Address or
Create Card for this Senderfrom
the menu that appears. While looking at a calendar
appointment, right-click any email address, and choose
Create Card for this Address.
(NOTE that feature may change! unimplemented!)
You delete a card by pressing the Delete
Card button, or by dragging it into the trash folder.
You can move cards around just as you would with email:
dragging and dropping works, as does right-clicking and
selecting Move from the menu
that appears.
Organizing your Contact Manager
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.
Another useful UNIMPLEMENTED
Evolution 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, Evolution will ask you if you wish
to change the address for both of them, or just for one.
Groups of contacts
Evolution 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 Evolution.
CHANGE THIS paragraph: it needs a great deal of work.
Grouping with Folders
The simplest way to group address cards is to use
folders. By default, cards start in the
Contacts 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.
To create a new folder, do this:
To put a card into a folder, do this:
Grouping with Categories
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.
To mark a card as belonging to a category, do this:
Then, you can refer to all the cards in that category
by:
If the default categories don't suit you, you can add
your own. Here's how:
Sharing your Cards (and keeping them to yourself)
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.
Sharing Address Cards and Calendar Data
I want to schedule a meeting with someone at Company
X, but I'm not sure who to talk to there. Our
corporate network has an address card that states our
contacts there, so I know whom to call. Since we also
share the calendars, I know that Deanna has already
scheduled a meeting with them next Thursday, and I can
either go to the meeting myself or ask Deanna to
discuss my concerns for me. Either way, I avoid
having to schedule yet another meeting with Company X,
which is good since everybody hates their products and
they're doomed to fail anyway.
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? Evolution lets you
decide which folders you want to make accessible to others.
To begin sharing a folder of address cards, select (something) . The
Sharing window will pop up. It contains:
Automating the Contact Manager
The Evolution 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.
Send me a card: Adding New Cards Quickly
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
Add Address Card from the menu
that appears. Of course,
Evolution adds cards from a hand-held device
during HotSync operation. For more information about
that, see .
Managing a Mailing list
You already know that when you are writing an email, you
can address it to one or more people, and that
Evolution 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 Evolution
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.