Working with Your Contacts
This chapter will show you how to use the
Evolution 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 . 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.
The toolbar for the addressbook is quite simple.
Click New Contact to create a new card, or double-click
in a blank space in the contact list.
Click New List to create a new card, or double-click
in a blank space in the contact list.
The printer icon sends one
or more of your cards to the printer. The stop sign icon stops loading
contact data from the network. This button is only
relevant if you are looking at contact information on a
network.
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.
The Contact Editor
To delete a contact:
Click once on the contact.
Press the Delete button.
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 two tabs,
General, for basic contact information, and
Details, for a more specific description of
the person. In addition, it contains a File
menu and a toolbar with three items: Save and
Close, Print, and
Delete.
The General 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.
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:
Enter the first, or given, name.
Middle:
Enter the middle name or initial, if any.
Last:
Enter the last name (surname).
Suffix:
Enter suffixes such as "Jr." or "III."
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. As an example,
we'll use the Ximian mascot, Rupert
T. Monkey. You'll notice that the
File As field also fills in,
but in reverse: Monkey,
Rupert. You can pick
Rupert Monkey from
the drop-down, or type in your own, such as
T. Rupert Monkey .
Filing Suggestion
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."
Multiple Values for Fields:
If you click on the downward pointing triangle 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 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.
The last item in the General tab is the
Categories organization tool; for
information on that, read .
The Details tab is much simpler:
The briefcase - Describes the person's professional life
The face - Describes the person's personal life
The globe - Miscellanious notes
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.
Searching for ContactsEvolution allows searching through contacts
quickly and easily.
To search through contacts:
Select your search focus in the search bar.
Enter your query.
Press return to search.
You can refine searches by doing several in
succession, or start over by pressing the Show
All button.
If there are no matches, the card display will be
blank. When you'd like to see all the cards again, press
Show All.
Refining a Quick Search
Tom comes back from lunch and finds a note on his
keyboard: "Curtis in sales called for you, but he didn't
leave a number, and I forgot to write down the name of the
company he works for. He said it was important, though."
Tom is not at all annoyed.
He opens his contacts folder, and runs a quick search for
"Curtis." There are eighteen different people with that name
in the file. He then enters "Sales," and
Evolution narrows it down to the
right Curtis. He only becomes annoyed when he discovers that
the call was not actually important.
To perform a complex search through your contacts:
Open
ToolsSearch for contacts
Name the rule in the Rule Name field.
Setup your criteria information in the If section.
If you want to add more critera, click the Add
Criterion button.
Click Search.
To show all your contacts, select Show All in the
Search Bar or search with an empty query.
Organizing your Addressbook
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 .
Groups of contactsEvolution 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.
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.
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.
Creating a List of Contacts
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. 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 Send Message to List.
Sharing your Cards
If you keep your cards on a network using an LDAP server, you can share access to
them, browse other peoples addressbooks, or maintain a shared set of
contact information for your company or your department. 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 share calendars as well as addressbooks, 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 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 add a remote directory to your available
contact folders, see .
Once you have a connection, the network contacts folder or
folders will appear inside the External
Directories folder in the folder bar. It will 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 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 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, and delete contacts
depends on the settings of the LDAP server.
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 can also add cards from a
hand-held device during HotSync operation. For more
information about that, see .