The Evolution Contact Manager
The Evolution contact manager can
handle all of the functions of an address book, phone book, or
Rolodex. Of course, it's a lot easier to update
Evolution than it is to change an
actual paper book. Evolution also
allows easy synchronization with hand-held and remote devices.
Since Evolution supports most major
network protocols, including LDAP, it can
fit into almost any 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 . By default, the contact manager
shows all your cards in alphabetical order, in a
minicard format. You can select other
views from the View menu, and adjust the
width of the columns by clicking and dragging the grey column
dividers.
The toolbar for the address book is quite simple:
Press New for a new contact.
Find brings up an in-depth search window.
Press Print to print one or more cards.
Delete deletes a selected card.
Show All Shows all cards.
Stop Stop loading card data from the network.
The last feature is Quick Search; to use
it, just type in the name of the person you're looking for and
hit Enter.
Evolution will search through all
the cards to find one that matches.
If there are no matches, the card display will be blank. When
you'd like to see all the cards again, press Show
All.
The rest of the contact manager is taken up by the display of
your cards. You can view that display as a table or as a list
of cards— switch views in the View
menu — and move through them alphabetically with the
buttons and the scrollbar at the right of the window.
Destroy, Create, or Change Cards
To delete a card, click on it once to select it, then press the
Delete Card button. If you have
multiple cards selected, you'll delete multiple cards.
Adding or changing cards is slightly more complicated. Any
time you add information to the contact manager, whether it's
an old card you're editing or a new card you're just adding to
your address book, you'll use the contact editor. To change a
card that already exists, just double click it to open the
contact editor window with all the current information already
filled in. If you want to create a new one, clicking the
New Card button will open up that same
window, but with empty fields instead of full ones. Either
way, it's the same tool for quite similar tasks, and you'll
find that it's pretty flexible and can store quite a lot more
than you'd think would fit onto a file card.
The contact editor window 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, covered in .
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 file folder for
contacts, and a briefcase for categories. You can guess what
sort of information belongs in fields like Job
Title and Web page address,
but there are several parts of the window that are a little
more interesting.
For more information about the Categories
organization tool, have a look at . The rest of the features in
the window are here:
Full Name
The Full Name field has two
major features:
You can enter a name into the Full
Name field, but you can also click the
Full Name button to bring
up a small dialog box with a few text boxes
Title:
Enter an honorific or select one from the menu.
First:
The person's first, or given, name.
Middle:
The middle name or initial, if any, goes here.
Last:
The last name (surname) belongs here.
Suffix:
Suffixes such as "Jr." or "III" can go here.
The Full Name field also
interacts with the File As
box to help you organize your contacts.
To see how it works, type a name in the
Full Name field:
Eva Lucianne Tester.
You'll notice that the File
As field also fills up, but in reverse:
Tester, Eva.
You can pick Eva
Tester from the drop-down, or
type in your own, such as Lucianne
Tester, Eva.
Filing Suggestion
Don't enter something entirely different from
the actual name, since you might forget that
you've filed Eva's information under "F" for
"Fictitious Helix Code Employee."
Multiple Values for Fields
If you click on the small arrow buttons next to the
Primary Email field, you can also
choose Email 2 and
Email 3. Although the contact
editor will only display one of those at any given
time, Evolution will
remember them all. The arrow buttons next to the
telephone and postal address fields work in the same
way.
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. To
learn about categories, read .
Groups of contactsEvolution offers two ways for you
to organize your cards. The first way is to use folders;
this works the same way that mail folders do. For more
flexibility, you can also mark contacts as members of
different categories.
Grouping with Folders
The simplest way to group address cards is to use folders.
By default, cards start in the
Contacts folder. If you've read then you already know that you
can create a new folder by selecting
FileNewFolder
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 .
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.
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, click the
Categories button at the lower
right. From the dialog box that appears, you can check as
many or as few categories as you like.
Then, you can refer to all the cards in that category by:
Waiting for Evolution to support the
operation.
Sharing your Cards
If you keep your cards on a network using an
LDAP server, you can share access to
them. Actually, the server software takes care of that, and
also determines who is allowed to see and change them. 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 work-group
or across the entire company.
Sharing Address Cards and Calendar Data
Ray wants to schedule a meeting with Company X, so he
checks the network for the Company X address card so he
knows whom to call there. Since his company also shares
calendars, he then learns that his co-worker Deanna has
already scheduled a meeting with Company X next Thursday.
He can either go to the meeting himself or ask Deanna to
discuss his concerns for him. Either way, he avoids
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 in the office you're talking to new job prospects? If
you keep cards on your own computer, you can decide which items
you want to make accessible to others.
To learn how to set up your connection to an LDAP server, see
. Once you have a
connection, the network contacts folder or folders will appear
inside the External Directories folder in
the folder bar, and will work exactly like a local folder of
cards, with the following exceptions:
They 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 and then synchronize your copy with the networked version
periodically.
To prevent excess network traffic,
Evolution will not normally
load the contents of LDAP folders immediately upon
opening. You must click Display
All before LDAP folder cards will be loaded
from the network. You can change this behavior in the
Contact Preferences window.
Your ability to view, change, add or delete
contacts depends on the settings of the LDAP server.
For example, you may read all the entries in the public
Netcenter directory (available by default in the
External Directories folder), but
you may not change or delete any of them.
Contact Manager Tools
The contact manager works with
Evolution mail and the calendar to
help you add new address cards quickly. However, it can also
manage mailing lists. There are more tools planned, and when
they arrive, they will be described in this
section.
Send me a Card: Adding New Cards Quickly
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 Add Address
Card from the menu that appears. Of course,
Evolution also 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.
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.