diff options
Diffstat (limited to 'doc/C/usage-contact.sgml')
| -rw-r--r-- | doc/C/usage-contact.sgml | 617 |
1 files changed, 0 insertions, 617 deletions
diff --git a/doc/C/usage-contact.sgml b/doc/C/usage-contact.sgml deleted file mode 100644 index 00295a12b1..0000000000 --- a/doc/C/usage-contact.sgml +++ /dev/null @@ -1,617 +0,0 @@ -<!-- -<!DOCTYPE Chapter PUBLIC "-//GNOME//DTD DocBook PNG Variant V1.1//EN"> ---> - -<chapter id="usage-contact"> - <title>The Evolution Address Book</title> - <abstract> - <para> - The <application>Evolution</application> address book can - handle all of the functions of an address book, phone book, or - Rolodex. Of course, it's a lot easier to update - <application>Evolution</application> than it is to change an - actual paper book. <application>Evolution</application> also - allows easy synchronization with hand-held devices. Since - <application>Evolution</application> supports the <glossterm - linkend="ldap">LDAP</glossterm> directory protocol, you can use - it with almost any type of existing directory server on your - network. - </para> - <para> - Another advantage of the <application>Evolution</application> - address book is its integration with the rest of the - application. When you look for someone's address, you can also - see a history of appointments with that person. Or, you can - create address cards from emails with just a few clicks. In - addition, searches and folders work in the same way they do in - the rest of Evolution. - </para> - <para> - This chapter will show you how to use the - <application>Evolution</application> address book 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 address book, see <xref - linkend="config-prefs-contact">. - </para> - </abstract> - <sect1 id="usage-contact-basic"> - <title>Getting Started With the Address Book</title> - - <para> - To open up your address book, click on - <guibutton>Contacts</guibutton> in the shortcut bar, or select - one of your contacts folders from the folder bar. <xref - linkend="usage-contact-fig"> shows the address book in all - its organizational glory. By default, the address book - shows all your cards in alphabetical order, in a <glossterm - linkend="minicard">minicard</glossterm> format. You can select - other views from the <guimenu>View</guimenu> menu, and adjust - the width of the columns by clicking and dragging the grey - column dividers. - </para> - - - <figure id="usage-contact-fig"> - <title>Evolution Address Book</title> - <screenshot> - <screeninfo>Evolution Address Book Window</screeninfo> - <graphic fileref="fig/contact" format="png" srccredit="Aaron Weber"> - </graphic> - </screenshot> - </figure> - - <para> - The toolbar for the address book is quite simple: - <itemizedlist> - <listitem><para> - <guibutton>New</guibutton> creates a new card. - </para></listitem> - - <listitem><para> - <guibutton>Find</guibutton> brings up an in-depth search window. - </para></listitem> - - <listitem><para> - <guibutton>Print</guibutton> sends one or more of your cards to the printer. - </para></listitem> - <listitem><para> - <guibutton>Delete</guibutton> deletes a selected card. - </para></listitem> - - <listitem><para> <guibutton>View All</guibutton> displays all - the address information in the folder. Use this button to - refresh the display for a network folder, or to switch from - viewing the results of a search and see the whole contents. - </para></listitem> - - <listitem><para> <guibutton>Stop</guibutton> stops loading - contact data from the network. This button is only - relevant if you are looking at contact information on a - network. </para></listitem> - </itemizedlist> - </para> - - <para> - Your contact information fills the rest of the display. Move - through the cards alphabetically with the buttons and the - scrollbar at 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. - </para> - - <sect2 id="contact-search"> - <title>Searching for Contacts</title> - <para> - Between <guilabel>Delete</guilabel> and <guilabel>View - All</guilabel> is a quick search field. To use it, select - from the drop-down list which sort of search you'd like to - perform (the whole card, just the name, or just the email - address), then enter one or more words in the text entry - box, and press <keycap>Enter</keycap>. - <application>Evolution</application> will search through - the contents of every displayed card to find one that - matches. You can refine searches by doing several in - succession, or start over by pressing the <guibutton>View - All</guibutton> button. - </para> - <para> - If there are no matches, the card display will be - blank. When you'd like to see all the cards again, press - <guilabel>Show All</guilabel>. - </para> - <example id="contact-quicksearch-ex"> - <title>Refining a Quick Search</title> - <para> - 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. - </para> - <para> - 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 - <application>Evolution</application> narrows it down to the - right Curtis. He only becomes annoyed when he discovers that - the call was not actually important. - </para> - </example> - - <para> - If you prefer to perform a more complex search, press - <guibutton>Find</guibutton> or choose - <menuchoice><guimenu>Tools</guimenu><guimenuitem>Search for - Contact</guimenuitem></menuchoice>. This will open the - in-depth search window, which lets you use multiple search - criteria in the same way that email filters and <glossterm - linkend="vfolder">virtual folders</glossterm> do.. </para> - <para> - Click <guibutton>Add Criterion</guibutton> to increase the - number of criteria you'd like to use in the search, and - <guibutton>Remove Criterion</guibutton> to remove one from the - bottom of the list. Your criteria may be a search within the - <guilabel>Name</guilabel> or <guilabel>Email</guilabel> - fields; alternately you can choose to search through all the - fields with a regular expression. Then, you can select from - all the familiar requirements like <guilabel>Begins - With</guilabel> and <guilabel>Does Not Contain</guilabel>, - decide whether to match <guilabel>All</guilabel> or - <guilabel>Any</guilabel> of your criteria, and press - <guibutton>Search</guibutton> to set it all off. - </para> - - </sect2> - - </sect1> - <sect1 id="usage-contact-cards"> - <title>Destroy, Create, and Change: The Contact Editor</title> - <para> - To delete a card, click on it once to select it, then press the - <guibutton>Delete</guibutton> button. If you have multiple - cards selected, you'll delete multiple cards. - </para> - <para> - 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 with all the current - information already filled in. If you want to create a new - one, clicking the <guibutton>New</guibutton> button in the - toolbar will open the same window, with blank entry boxes for - you to fill in. - </para> - - <para> - The contact editor window has two tabs, - <guilabel>General</guilabel>, for basic contact information, - and <guilabel>Details</guilabel>, for a more specific - description of the person. In addition, it contains a - <guimenu>File</guimenu> menu, (see <xref - linkend="menuref-contact-editor">) and a toolbar with three - items: <guilabel>Save and Close</guilabel>, - <guilabel>Print</guilabel>, and <guilabel>Delete</guilabel>. - </para> - - <figure id="usage-contact-editor-fig"> - <title>Evolution Contact Editor</title> - <screenshot> - <screeninfo>Evolution Contact Editor</screeninfo> - <graphic fileref="fig/contact-editor" format="png" srccredit="Aaron Weber"> - </graphic> - </screenshot> - </figure> - - <para> The <guilabel>General</guilabel> 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. - </para> - <para> - <variablelist> - - <varlistentry> - <term>Full Name</term> - <listitem> - <para> - The <guilabel>Full Name</guilabel> field has two - major features: - <itemizedlist> - <listitem> - <para> - You can enter a name into the <guibutton>Full - Name</guibutton> field, but you can also click the - <guibutton>Full Name</guibutton> button to bring - up a small dialog box with a few text boxes - <variablelist> - <varlistentry> - <term><guilabel>Title: </guilabel></term> - <listitem> <para> - Enter an honorific or select one from the menu. - </para></listitem> - </varlistentry> - <varlistentry> - <term><guilabel>First: </guilabel></term> - <listitem> <para> - Enter the first, or given, name. - </para></listitem> - </varlistentry> - <varlistentry> - <term><guilabel>Middle: </guilabel></term> - <listitem> <para> - Enter the middle name or initial, if any. - </para></listitem> - </varlistentry> - <varlistentry> - <term><guilabel>Last: </guilabel></term> - <listitem> <para> - Enter the last name (surname). - </para></listitem> - </varlistentry> - <varlistentry> - <term><guilabel>Suffix: </guilabel></term> - <listitem> <para> - Enter suffixes such as "Jr." or "III." - </para></listitem> - </varlistentry> - </variablelist> - </para> - </listitem> - <listitem> - <para> - The <guilabel>Full Name</guilabel> field also - interacts with the <guilabel>File As</guilabel> - box to help you organize your contacts. - </para> - <para> - To see how it works, type a name in the - <guilabel>Full Name</guilabel> field: - <userinput>Rupert T. Monkey</userinput>. You'll - notice that the <guilabel>File As</guilabel> field - also fills up, but in reverse: - <computeroutput>Monkey, Rupert</computeroutput>. - You can pick <computeroutput>Rupert Monkey - </computeroutput> from the drop-down, or type in - your own, such as <userinput> T. Rupert Monkey - </userinput>. - </para> - <tip> - <title>Filing Suggestion</title> - - <para> - 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." - </para> - </tip> - </listitem> - </itemizedlist> - </para> - </listitem> - </varlistentry> - <varlistentry> - <term>Multiple Values for Fields</term> - <listitem> - <para> - If you click on the small arrow buttons next to the - <guilabel>Primary Email</guilabel> field, you can also - choose <guilabel>Email 2</guilabel> and - <guilabel>Email 3</guilabel>. Although the contact - editor will only display one of those at any given - time, <application>Evolution</application> will - store them all. The arrow buttons next to the - telephone and postal address fields work in the same - way. - </para> - </listitem> - </varlistentry> - </variablelist> - </para> - <para> - The last item in the <guilabel>General</guilabel> tab is the - <guilabel>Categories</guilabel> organization tool; for - information on that, read <xref - linkend="usage-contact-organize">. - </para> - <para> - The <guilabel>Details</guilabel> tab is, fortunately, much more - simple: three sections, all of which are more or less obvious: - the briefcase next to the details about the contact's - professional life; the face next to the details about their - personal life; the globe next to a big blank space you can use - for anything and everything else you'd like to note about them. - If you ever wanted to have that uncanny knack for remembering - obscure details like the date of someone's anniversary (perhaps - your own) this is the way to develop it. - </para> - - - - -<!--- ############# This section isn't implemented yet either: - <sect2> - <title></title> - <para> - <tip> - <title>Contact Shortcuts</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. 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> - </tip> - </para> - <para> - You can move cards around just as you would move email - messages: dragging and dropping works, as does right-clicking - and choosing <guimenuitem>Move</guimenuitem> from the menu - that appears. - </para> - </sect2> -############### SHORTCUT SECTION COMMENTED OUT FOR NOW --> - - </sect1> - - <sect1 id="usage-contact-organize"> - <title>Organizing your Address Book</title> - <para> - Organizing your address book is a lot like organizing your - mail. You can have folders and searches the same way you can - with mail, but the address book 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 <xref - linkend="usage-contact-organize-group-category">. - </para> - -<!-- - <para> - Another useful <application>Evolution</application> feature is - its ability to recognize when people live or work together. If - several people in your address book share an address, and you - change the address for one of them, - <application>Evolution</application> will ask you if you wish to - change the address for all of them, or just for one. - </para> ---> - - <sect2 id="usage-contact-organize-group"> - <title>Groups of contacts</title> - <para> - <application>Evolution</application> 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. - </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. If you've read <xref - linkend="usage-mainwindow"> then you already know that you - can create a new folder by selecting - <menuchoice> - <guimenu>File</guimenu> - <guisubmenu>New</guisubmenu> - <guimenuitem>Folder</guimenuitem> - </menuchoice> - 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 <xref - linkend="usage-contact-organize-group-category">. - </para> - <para> - 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. - </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, click the - <guibutton>Categories</guibutton> button at the lower - right. From the dialog box that appears, you can check as - many or as few categories as you like. - </para> - <para> - Then, you can refer to all the cards in that category by: - <!-- FIXME --> Waiting for Evolution to support the - operation. - </para> - - <!-- FIXME: Feature Not Implemented - <para> - - 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 <guibutton>Categories</guibutton> and - choose <guilabel>Add to Master List</guilabel> in the - window that appears. - </para> - --> - - </sect3> - </sect2> - </sect1> - - <sect1 id="usage-contact-sharing"> - <title>Sharing your Cards</title> - <para> - If you keep your cards on a network using an <glossterm - linkend="ldap">LDAP</glossterm> server, you can share access to - them, browse other address books, 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 - share calendars as well as address books, people can avoid - duplicating work and keep up to date on developments within - their work-group or across the entire company. - </para> - - <example id="usage-contact-sharing-ex"> - <title>Sharing Address Cards and Calendar Data</title> - <para> - 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. - </para> - </example> - <para> - 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. - </para> - <para> - To learn how to add a remote directory to your available - contact folders, see <xref linkend="config-prefs-contact">. - Once you have a connection, the network contacts folder or - folders will appear inside the <guilabel>External - Directories</guilabel> folder in the folder bar. It will work - exactly like a local folder of cards, with the following - exceptions: - <itemizedlist> - - <listitem> - <para> - 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 and then synchronize your copy with - the networked version periodically. <!-- FIXME: HOW? --> - </para> - </listitem> - - <listitem> - <para> - To prevent excess network traffic, - <application>Evolution</application> will not normally - load the contents of LDAP folders immediately upon - opening. You must click <guilabel>Display - All</guilabel> before LDAP folder cards will be loaded - from the network. You can change this behavior in the - <interface>Contact Preferences</interface> window. - </para> - </listitem> - <listitem> - <para> - Your ability to view, change, add, and delete contacts - depends on the settings of the LDAP server. - </para> - </listitem> - </itemizedlist> - </para> - </sect1> - - <sect1 id="usage-contact-automate"> - <title>Address Book Tools</title> - <para> - The address book works closely with - <application>Evolution</application>'s mail and calendar tools. - For example, you can use the address book to help you manage - mailing lists, and send or recieve address cards over email. - More tools are on the way, and when they arrive, <!-- FIXME --> - they will be described in this section. - </para> - - <sect2 id="contact-automation-basic"> - <title>Send me a Card: Adding New Cards Quickly</title> - <para> - 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 <guimenuitem>Add Address - Card</guimenuitem> from the menu that appears. Of course, - <application> Evolution</application> also 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 address book's address cards if you let it. In - addition to that, you can send email to everyone in a - particular group if you choose. - </para> - -<!-- FIXME this feature not yet implemented - - <para> - You can also use the address book to print postal addresses - on mailing labels. 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 - mailings. - </para> - --> - - </sect2> -<!--- FIXME this feature not yet implemented - <sect2 id="usage-contact-automation-extra"> - <title>Map It!</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> - - - - - - - - - - - - - - |