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. Evolution
also allows easy synchronization with handheld and
remote devices. Since Evolution
supports most major network protocols, including
LDAP, it's easy to use over an existing
network.
Another advantage of the Evolution
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.
This chapter will cover using the
Evolution 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 .
Getting Started With the Contact Manager
To open up your address book, click on
Contacts in the shortcut bar. The
contact manager is illustrated in
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
Evolution. 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
Evolution window. This is where you can add,
edit, or delete records.
Creating, Deleting, and Adding Cards
You can create a new card by pressing the New
Card button, or by pressing
KEYSYM. The Contact
Editor window will appear. It has two tabs,
General, for basic contact information,
and Details, 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?)
The General 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
Categories feature, which is discussed in
, there are two things
you'll want to know about.
Type "Eva Lucianne Tester" into the Full
Name field. You'll notice that the File
As 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."
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
Home, Home 2,
Other Fax, and Pager.
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
Evolution 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.
!--
Name: Enter the person's name here
Business:Job Title:Home:
-->
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 Sender from the menu. 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 move email messages:
dragging and dropping works, as does right-clicking and choosing
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 contactsEvolution 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
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.
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.
Map It! and other extra features
Need a map or directions? Click
MapIt from within the contact
manager, and Evolution will
map the address for you online.