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-
- <chapter id="usage-contact">
- <title>The Evolution Contact Manager</title>
- <para>
- The <application>Evolution</application> contact manager can
- handle all of the functions of an address book, phone book,
- or Rolodex. Of course, <application>Evolution</application>
- 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
- <application>Evolution</application> supports most major
- network protocols, including <glossterm>IMAP</glossterm> and
- <glossterm>LDAP</glossterm>, it's easy to use over an
- existing network.
- </para>
- <para>
- Antother advantage of <application>Evolution</application>
- 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.
- </para>
- <para>
- This chaper will cover the usage of the
- <application>Evolution</application> 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 <xref
- linkend="config-prefs-contact">.
- </para>
-
- <sect1 id="usage-contact-basic">
- <title>Getting Started With the Contact Manager</title>
-
- <para>
- To start managing your contacts, click on
- <guibutton>Contacts</guibutton> in the shortcut bar.
- </para>
- <para>
- Describe the interface. Include the fact that the
- whole address book consists of a set of cards, organized into
- folders.
- </para>
- </sect1>
- <sect1 id="usage-contact-cards">
- <title>Creating, Deleting, and Adding Cards</title>
- <para>
- You can create a new card by pressing the <guibutton>New
- Card</guibutton> button, or by pressing
- <keysym>KEYSYM</keysym>. The <interface>New Card</interface>
- window will appear. It has the following fields:
-
- <itemizedlist>
- <listitem> <para>
- <guilabel>Name:</guilabel> Enter the person's name here
- </para></listitem>
- <listitem> <para>
-
- </para></listitem>
- <listitem> <para>
- <guilabel>Address:</guilabel>
- </para></listitem>
-
- <listitem> <para>
- Something
- </para></listitem>
-
- <listitem> <para>
- Something
- </para></listitem>
- </itemizedlist>
- </para>
- <para>
- You can choose which fields an address card has, and create
- new fields for cards. For example,
- <application>Evolution</application> 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
- </para>
-
- <note>
- <title>Quick ways to add cards</title>
- <para>
- 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
- <guimenuitem>Create Card for this Address</guimenuitem> or
- <guimenuitem>Create Card for this Sender</guimenuitem>from
- the menu that appears. While looking at a calendar
- appointment, right-click any email address, and choose
- <guimenuitem>Create Card for this Address</guimenuitem>.
- (NOTE that feature may change! unimplemented!)
- </para>
- </note>
-
- <para>
- You delete a card by pressing the <guibutton>Delete
- Card</guibutton> button, or by dragging it into the trash folder.
- </para>
-
- <para>
- You can move cards around just as you would with email:
- dragging and dropping works, as does right-clicking and
- selecting <guimenuitem>Move</guimenuitem> from the menu
- that appears.
- </para>
- </sect1>
-
- <sect1 id="usage-contact-organize">
- <title>Organizing your Contact Manager</title>
- <para>
- 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.
- </para>
- <para>
- Another useful UNIMPLEMENTED
- <application>Evolution</application> 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.
- </para>
-
- <sect2 id="usage-contact-organize-group">
- <title>Groups of contacts</title>
- <para>
- <application>Evolution</application> 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 <application>Evolution</application>.
- CHANGE THIS paragraph: it needs a great deal of work.
- </para>
-
- <sect3 id="usage-contact-organize-group-folder">
- <title>Grouping with Folders</title>
- <para>
- The simplest way to group address cards is to use
- folders. By default, cards start in the
- <guilabel>Contacts</guilabel> 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.
- </para>
- <para>
- To create a new folder, do this:
- </para>
- <para>
- To put a card into a folder, do this:
- </para>
- </sect3>
-
- <sect3 id="usage-contact-organize-group-category">
- <title>Grouping with Categories</title>
- <para>
- 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.
- </para>
- <para>
- To mark a card as belonging to a category, do this:
- </para>
- <para>
- Then, you can refer to all the cards in that category
- by:
- </para>
- <para>
- If the default categories don't suit you, you can add
- your own. Here's how:
- </para>
- </sect3>
- </sect2>
- </sect1>
-
- <sect1 id="usage-contact-sharing">
- <title>Sharing your Cards (and keeping them to yourself)</title>
- <para>
- 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.
- </para>
-
- <example id="usage-contact-sharing-ex">
- <title>Sharing Address Cards and Calendar Data</title>
- <para>
- 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.
- </para>
- </example>
-
- <para>
- Of course, you don't want to share all of your cards&mdash;
- why overload the network with a list of babysitters, or
- tell everyone on your network you're talking to new job
- prospects? <application>Evolution</application> lets you
- decide which folders you want to make accessible to others.
- </para>
- <para>
- To begin sharing a folder of address cards, select (something) <!--
- DESCRIBE PROCESS HERE -->. The
- <interface>Sharing</interface> window will pop up. It contains:
- <!--DESCRIBE INTERFACE HERE-->
- </para>
- </sect1>
-
- <sect1 id="usage-contact-automate">
- <title>Automating the Contact Manager</title>
- <para>
- The <application> Evolution</application> 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.
- </para>
-
- <sect2 id="contact-automation-basic">
- <title>Send me a card: Adding New Cards Quickly</title>
- <para>
- 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
- <guimenuitem>Add Address Card</guimenuitem> from the menu
- that appears. Of course, <application>
- Evolution</application> adds cards from a hand-held device
- during HotSync operation. For more information about
- that, see <xref linkend="usage-sync">.
- </para>
- </sect2>
-
- <sect2 id="contact-automation-lists">
- <title>Managing a Mailing list</title>
- <para>
- You already know that when you are writing an email, you
- can address it to one or more people, and that
- <application>Evolution</application> 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 <application>Evolution</application>
- 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.
- </para>
- </sect2>
- <sect2 id="usage-contact-automation-extra">
- <title>Map It! and other extra features</title>
- <para>
- Need a map or directions? Click
- <guibutton>MapIt</guibutton> from within the contact
- manager, and <application>Evolution</application> will
- map the address for you online.
- </para>
- </sect2>
- </sect1>
- </chapter> \ No newline at end of file