Evolution Contacts: the Address Book
This chapter will show you how to use the
Evolution contacts tool 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 contacts tool, see . You can import contacts from
other contact management tools with the Import tool by
selecting
FileImport,
or by mailing them to yourself as vCard attachments.
Double-click on a card to display all its details.
The Contact Editor
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 New button in the
toolbar will open the same window, with blank entry boxes for
you to fill in.
The contact editor window has three tabs,
Contact, for basic contact information,
Personal Information, for a more specific description of
the person, including URLs for their calendar and free/busy information,
and Mailing Address.
In the
Actions menu you will find Forward
Contact, which opens a new message with the card
already attached, and Send Message to
Contact, which will open a new message to the
contact's email address.
From the contact editor toolbar, you can Save and
Close, Print,
Close, or Delete the contact.
Contact Shortcuts
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.
Most of the items in the contact editor simply display the
information you enter, but some of them have additional
features:
Full Name
Enter the name of your contact here. 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 for first and last names, titles like "Mr." or "Her
Excellency," and suffixes like "Jr."
The Full Name field also
interacts with the File Under
box to help you organize your contacts and to handle
multi-word surnames.
To see how it works, type a name in the
Full Name field. As an example,
we'll use Miguel de Icaza. You'll notice that the
File Under field also fills in,
but in reverse: Icaza, Miguel de
. If you had entered John Q.
Doe, the contacts editor would have
correctly guessed that the entry should be filed under
"Doe, John Q." However, Miguel's surname, "de Icaza,"
has two words, and so to get proper sorting you must enter
de Icaza, Miguel in the
File As entry.
Where
Select one of your address books as the location for
this contact. You may not be able to write to all
available address books, especially those on a network.
Categories
Click the Categories button to
select categories for this card. If you assign contact
categories, you can then search for contacts using those
categories. For more information on contact categories,
read .
Free/Busy and Calendar URLs
Click the Personal Information tab
to enter web addresses for the contact. If the contact
publishes Free/Busy or calendar data online, using a
server other than Exchange or GroupWise, you can enter the
address for those servers here. Once you do so, you will
be able to check their schedule when creating appointments
in the calendar.
Searching for Contacts
To search through contacts:
Select your search type in the search bar.
Enter your query.
Press return to search.
For a more complex search, select
SearchAdvanced and select criteria that describe your desired contact:
Name the rule in the Rule Name field.
Setup your criteria in the If section.
If you want to add more criteria, click the Add
Criterion button.
Click Search.
To show all your contacts, Click Clear in the
search bar, press
ShiftCtrlB
or search with an empty query.
Organizing your Contacts
Just as you can search mail, you can search contacts. You can
also create several individual address books, or contact groups.
Within a given contact group, you can have several
categories of contacts.
Contacts Groups
The simplest way to organize contacts is to create
additional groups of contacts. You can create a new one by
selecting NewContacts Group For
contacts groups on your computer, you only need to provide a
name. For contacts on the network, you will need to provide
more information about the contacts server you are trying to
access.
To move a card from one group to another, just drag it there
from the main display of contacts. Note that you will not be
able to change the contents of most network contact groups.
Contact Lists and Contact Groups
Contacts groups are not the same as contact lists. A
contact group is like a folder or address book full of contacts. A
contact list is a single contact which contains other
contacts, and is most often used to email several people at once.
Creating a List of Contacts
A contact list is a set of contacts with a single nickname
that you create. When you send email to the nickname, it is sent to
every member of the list. This differs from a network
mailing list in that it exists only on your computer as a
convenience to you, rather than as an actual email address
managed by a mailing list application on a server.
For example, you could create one card for each family
member, then add
those cards to a contact list called "Family." Then,
instead of entering each person's email address
individually, you could send email to "Family" and the
message would go to all of them.
To create a list of contacts:
Open the list creation dialog box by clicking the
New List button or selecting
File
New
Contact List
.
Enter a name for the list.
Enter names or email addresses of contacts, or just
drag contacts from the main window into the list.
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
.
When you are done, click OK. 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.
To mail the list, open a new email and type the name you
chose for the list. Novell 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 contacts tool
and select Send Message to List.
Evolution cannot store contact lists on Microsoft Exchange
servers.
Grouping with Categories
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, you put a friend's
card in the "Business" category, because he works with you,
the "Friends" category, because he's a friend, and
the "Frequent" category, because you call him often, but can
never remember the 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.
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 Categories and
choose Edit Master Category List in the
window that appears.
LDAP: Shared Contact Groups on a Network
The LDAP protocol was
created to let users share contact information over a network by
sharing access to a central directory. LDAP allows a company
to maintain a shared set of contact information. Many companies
keep a common LDAP address book for all their employees or for
client contacts.
To learn how to add a remote directory to your available
contact folders, see .
Remote groups of contacts appear under the On LDAP
Servers item in the shortcut bar. They work
exactly like a local folder of cards, with the following
exceptions:
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 some of the
network directory. You do this by dragging and dropping
your desired contacts into the local contacts list.
To prevent excess network traffic,
Evolution will not normally
load data from the LDAP server immediately upon
opening. You must click Display
All before contacts will be loaded
from the network. You can change this behavior in the
Contact Preferences window.
Depending on your server settings, you may not be able to edit
all the fields in a contact stored on an LDAP server. Some
servers prohibit some or all changes, and others use a smaller
set of fields than Evolution allows. Check with your system
administrator if you need different settings.
Configuring Evolution to use LDAP
For information about setting up
Evolution to use LDAP, please refer
to 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 Sender to Contacts from the menu that appears.
Evolution can also add cards from a
hand-held device during HotSync operation. For more
information about that, see .