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-
-<!-- <!DOCTYPE Chapter PUBLIC "-//GNOME//DTD DocBook PNG Variant V1.1//EN">
- uncomment this during validation and debugging -->
-
-<chapter id="usage-contact">
- <title>The Evolution Contact Manager</title>
- <abstract>
- <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. <application>
- Evolution </application> also allows easy synchronization with
- handheld and remote devices. Since
- <application>Evolution</application> supports most major network
- protocols, including <glossterm>LDAP</glossterm>, it's easy to
- use over an existing network.
- </para>
- <para>
- Another advantage of the <application>Evolution</application>
- 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.
- </para>
- <para>
- This chapter will cover using the
- <application>Evolution</application> 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 <xref
- linkend="config-prefs-contact">.
- </para>
- </abstract>
- <sect1 id="usage-contact-basic">
- <title>Getting Started With the Contact Manager</title>
-
- <para>
- To open up your address book, click on
- <guibutton>Contacts</guibutton> in the shortcut bar. The
- contact manager is illustrated in <xref
- linkend="usage-contact-fig">. By default, the contact manager
- shows all your cards in alphabetical order, and in a
- <glossterm>minicard</glossterm> format.
- </para>
-
-
- <figure id="usage-contact-fig">
- <title>Evolution Contact Manager</title>
- <screenshot>
- <screeninfo>Evolution Contact Manager 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>
- Press <guibutton>New</guibutton> for a new contact.
- </para></listitem>
-
- <listitem><para>
- <guibutton>Find</guibutton> brings up an in-depth search window.
- </para></listitem>
-
- <listitem><para>
- Press <guibutton>Print</guibutton> to print.
- </para></listitem>
- <listitem><para>
- <guibutton>Delete</guibutton> deletes a selected card.
- </para></listitem>
- </itemizedlist>
- </para>
- <para>
- The last feature is <guilabel>Quick Search</guilabel>; to use
- it, just type in the person you're looking for and hit
- <keycap>Enter</keycap>. <application>Evolution</application>
- will search through the name fields of all the cards to find
- one that matches. The search is currently case-sensitive.
- </para>
- <para>
- If there are no matches, the card display will be blank. To
- display <emphasis>all</emphasis> of your contacts, you can
- leave the <guilabel>Quick Search</guilabel> field blank, and
- press enter.
- </para>
- <para>
- The rest of the contact manager is taken up by the display of
- your cards. You can view it as a table or as a list of
- cards&mdash; switch between them in the <guimenu>View</guimenu>
- menu &mdash; and move through them alphabetically alphanumeric
- buttons and the scrollbar at the right of the window.
- </para>
- </sect1>
- <sect1 id="usage-contact-cards">
- <title>Create, Change, and Delete Cards</title>
-
- <para>
- The easiest thing you can do with a card is delete it. To
- delete a card, click on it once to select it, then press the
- <guibutton>Delete Card</guibutton> button.
- </para>
-
- <para>
- Any time you add new information to a card, 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
- <guibutton>New Card</guibutton> 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.
- </para>
-
- <sect2 id="usage-contact-editor">
- <title>The Contact Editor</title>
- <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 full
- menu bar. FIXME: The contents are still changing rapidly,
- but you should be able to guess what they're for.
- </para>
-
- <figure id="usage-contact-editor-fig">
- <title>Evolution Contact Editor</title>
- <screenshot>
- <screeninfo>Evolution Contact Editor</screeninfo>
- <graphic fileref="fig/contact-new" format="png" srccredit="Aaron Weber">
- </graphic>
- </screenshot>
- </figure>
-
- <para>
- The <guilabel>General</guilabel> 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 handshake for contacts
- (FIXME: I don't understand this feature, and the button
- doesn't do anything yet.); and a briefcase for categories.
- You can guess what sort of information belongs in fields like
- <guilabel>Job Title</guilabel> and <guilabel>Web page
- address</guilabel>, but there are several parts of the window
- that are a little more interesting. </para> <para>
- <guilabel>Categories</guilabel> feature, which is discussed in
- <xref linkend="usage-contact-organize">, there are a few
- things you'll want to know about: the first of these is the
- <guilabel>Full Name</guilabel> button.
- </para>
- <para>
- You can enter a name into the <guibutton>Full Name</guibutton>
- field, or you can click the button to bring up a small dialog
- box with a few text boxes:
- <itemizedlist>
- <listitem> <para>
- <guilabel>Title:</guilabel>Enter an honorific or select one from the menu.
- </para></listitem>
-
- <listitem> <para> <guilabel>First:</guilabel>The person's first, or given, name.
- </para></listitem>
-
- <listitem> <para>
- <guilabel>Middle:</guilabel>The middle name or initial, if any, goes here.
- </para></listitem>
-
- <listitem> <para>
- <guilabel>Last:</guilabel>The last name (surname, family name), belongs here.
- </para></listitem>
-
- <listitem> <para>
- <guilabel>Suffix:</guilabel>Suffixes such as "Jr." or "III" can go here.
- </para></listitem>
- </itemizedlist>
- </para>
-
- <para>
- The <guilabel>Full Name</guilabel> field has one more trick
- up its sleeve: it interacts with the <guilabel>File
- As</guilabel> box to help you organize your contacts. To
- see how it works, type a name in the <guilabel>Full
- Name</guilabel> field: <userinput>Eva Lucianne
- Tester</userinput>. You'll notice that the
- <guilabel>File As</guilabel> field also fills up, but in
- reverse: <computeroutput>Tester,
- Lucianne</computeroutput>. You can pick
- <computeroutput>Eva Tester</computeroutput> from the
- drop-down, or type in your own, such as
- <userinput>Lucianne Tester, Eva</userinput>. I suggest that
- you 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
- Employees" </para>
-
- <para>
- The other feature I want to mention involves the little
- squares next to several of the fields. Click on them and
- you'll get a menu of different labels; for the fields in the
- telephone section, it's a long list involving things like
- <guilabel>Home</guilabel>, <guilabel>Home 2</guilabel>,
- <guilabel>Other Fax</guilabel>, and
- <guilabel>Pager</guilabel>. Select from among them to
- determine which four telephone numbers to display at any given
- time. Of course, these connected times mean that people often
- have more than four telephone numbers. You can display only
- four in the editor, but <application>Evolution</application>
- can remember them all for you. When you click the little
- square button for the list of labels, any that you've already
- filled in will be marked. </para>
-
- <!-- FIXME: do this whole thing later.
- <variablelist>
- <listitem>
- <term>
- <itemizedlist>
- <listitem> <para>
- <guilabel>Name:</guilabel> Enter the person's name here
- </para></listitem>
- <listitem> <para>
-
- </para></listitem>
- <listitem> <para>
- <guilabel>Business:</guilabel>
- </para></listitem>
-
- <listitem> <para>
- <guilabel>Job Title:</guilabel>
- </para></listitem>
-
- <listitem> <para>
- <guilabel>Home:</guilabel>
- </para></listitem>
- </itemizedlist>
- </para>
-
- -->
- </sect2>
-
-<!--- ############# 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 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 or work together. If several people
- in your contact manager 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> lets you put cards into
- folders and mark them as members of different categories.
- Although the contact manager does not support vFolders,
- categories should provide as much flexibility as you need in
- grouping your address cards.
- </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. If you've read <xref linkend="usage-mainwindow">
- then you already know that you can create a new folder by
- selecting <guisubmenu>New</guisubmenu> and then
- <guimenuitem>Folder</guimenuitem> from the
- <guimenu>File</guimenu> menu.
- </para>
- <para>
- To put a card into a folder, just drag it there from the
- folder view, or (SOMETHING ELSE). Remember that address
- 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. A dialog box will pop up with check-boxes for
- different categories in it. You can select as many or as
- few categories as you like.
- </para>
- <para>
- Then, you can refer to all the cards in that category by:
- </para>
- <para>
- If the master list of categories don't suit you, you can
- add your own. Just enter the new category's name in the
- text box, then click <guibutton>Categories</guibutton>e and
- choose <guilabel>Add to Master List</guilabel> in the
- window that appears. (FIXME: This isn't quite accurate.)
- </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>
- 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&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, wait until
- <application>Evolution</application> supports this
- feature. (FIXME!)
- </para>
- </sect1>
-
- <sect1 id="usage-contact-automate">
- <title>Automating the Contact Manager</title>
- <para>
- In addition to working with the mailer and the calendar to add
- new cards quickly, the contact manager can do some pretty cool
- stuff on its own. (FIXME: This para is terrible)
- </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 contact manager's address cards if you let it. In
- addition to that, you can send email to everyone in a
- particular group by (FIXME: wait for feature implementation,
- then document). 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>
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