* C/usage-mail.sgml: improved filter instructions, vFolder instructions. still need work though. * C/usage-contact.sgml: added screenshot. * C/usage-calendar.sgml: added screenshot. * C/config-prefs.sgml: added screenshots, and now describes the actual prefs dialogs. * C/fig/config-camel.png: new (screenshot) file * C/fig/filter-druid.png: same * C/fig/vfolder-druid.png: same * C/fig/calendar.png: same * C/fig/contact.png: same * C/fig/vfolder-createrule-fig.png: same * C/fig/filter-new-fig.png: same * C/fig/config-camel-fig.png: same svn path=/trunk/; revision=3344
307 lines
12 KiB
Plaintext
307 lines
12 KiB
Plaintext
<chapter id="usage-contact">
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<title>The Evolution Contact Manager</title>
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<para>
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The <application>Evolution</application> contact manager can
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handle all of the functions of an address book, phone book,
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or Rolodex. Of course, <application>Evolution</application>
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allows easier updates than an actual paper book. <application>
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Evolution </application> also allows easy synchronization with
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handheld and remote devices. Since <application>Evolution>
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</application> supports most major network protocols, including
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<glossterm>LDAP</glossterm>, it's easy to use over an existing
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network.
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</para>
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<para>
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Another advantage of the
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<application>Evolution</application> address book is its
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integration with the rest of the application. That means
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that when you look for someone's address, you can also see a
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history of appointments with that person. Or, you can get
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an e-mail with contact information in it and create a new
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address card on the spot. In addition, searches and folders
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and all work in the same way they do in the other
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components, so you don't have to learn another system for
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similar tasks.
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</para>
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<para>
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This chapter will cover using the
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<application>Evolution</application> contact manager to
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organize any amount of contact information, share addresses
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over a network, and several ways to save time with everyday
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tasks. To learn about configuring the contact manager, see
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<xref linkend="config-prefs-contact">.
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</para>
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<sect1 id="usage-contact-basic">
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<title>Getting Started With the Contact Manager</title>
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<para>
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To open up your address book, click on
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<guibutton>Contacts</guibutton> in the shortcut bar. The
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contact manager is illustrated in <xref
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linkend="usage-contact-fig">
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</para>
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<figure id="usage-contact-fig">
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<title>Evolution Contact Manager</title>
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<screenshot>
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<screeninfo>Evolution Contact Manager Window</screeninfo>
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<graphic fileref="fig/contact.png" format="png" srccredit="Aaron Weber">
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</graphic>
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</screenshot>
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</figure>
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<para>
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The contact manager interface is broken into two main parts.
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The first part is the contact display section. This can be
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found at the bottom right panel of
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<application>Evolution</application>. This section is where
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all your contact information is displayed. Each of these
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cards are organized into folders. The second section is the
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administrative section which spans the top of the
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<application> Evolution</application> window. This is where
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you can add, edit, or delete records.
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</para>
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</sect1>
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<sect1 id="usage-contact-cards">
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<title>Creating, Deleting, and Adding Cards</title>
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<para>
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You can create a new card by pressing the <guibutton>New
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Card</guibutton> button, or by pressing
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<keysym>KEYSYM</keysym>. The
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<interface>New Card</interface> window will appear. It has
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the following fields:
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<itemizedlist>
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<listitem> <para>
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<guilabel>Name:</guilabel> Enter the person's name here
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</para></listitem>
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<listitem> <para>
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</para></listitem>
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<listitem> <para>
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<guilabel>Business:</guilabel>
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</para></listitem>
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<listitem> <para>
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<guilabel>Job Title:</guilabel>
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</para></listitem>
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<listitem> <para>
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<guilabel>Home:</guilabel>
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</para></listitem>
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</itemizedlist>
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</para>
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<para>
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You can choose which fields an address card has, and create
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new fields for cards. For example,
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<application>Evolution</application> provides for two line
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postal addresses by default, but you may have as many or as
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few lines to an address as you wish. To change which
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fields an address card has, choose DESCRIBE HERE HOW TO DO
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THIS.
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</para>
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<note>
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<title>Quick ways to add cards</title>
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<para>
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You can add cards from within an email message or calendar
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appointment. While looking at an email, right-click on
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any email address or message, and choose
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<guimenuitem>Create Card for this Address</guimenuitem> or
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<guimenuitem>Create Card for this Sender</guimenuitem>from
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the menu. While looking at a calendar
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appointment, right-click any email address, and choose
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<guimenuitem>Create Card for this Address</guimenuitem>.
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(NOTE that feature may change! unimplemented!)
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</para>
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</note>
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<para>
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You delete a card by pressing the <guibutton>Delete
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Card</guibutton> button, or by dragging it into the trash
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folder.
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</para>
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<para>
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You can move cards around just as you would move email
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messages: dragging and dropping works, as does
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right-clicking and choosing <guimenuitem>Move</guimenuitem>
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from the menu that appears.
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</para>
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</sect1>
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<sect1 id="usage-contact-organize">
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<title>Organizing your Contact Manager</title>
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<para>
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Organizing your contact manager is a lot like organizing
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your mail. You can have folders and searches the same way
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you can with mail, but the contact manager does not allow
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vFolders. It does, however, allow each card to fall under
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several categories, and allow you to create your own
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categories. We'll go over categories in a bit.
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</para>
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<para>
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Another useful UNIMPLEMENTED
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<application>Evolution</application> feature is its ability
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to recognize when people live together. If two people in
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your contact manager share an address, and you change the
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address for one of them, <application>Evolution</application>
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will ask you if you wish to change the address for both of
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them, or just for one.
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</para>
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<sect2 id="usage-contact-organize-group">
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<title>Groups of contacts</title>
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<para>
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<application>Evolution</application> lets you put cards
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into folders, mark them as members of different groups,
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and search through them in a variety of ways. This
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section will describe how to organize and find contact
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information using <application>Evolution</application>.
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CHANGE THIS paragraph: it needs a great deal of work.
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</para>
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<sect3 id="usage-contact-organize-group-folder">
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<title>Grouping with Folders</title>
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<para>
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The simplest way to group address cards is to use
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folders. By default, cards start in the
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<guilabel>Contacts</guilabel> folder. You can create
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more folders inside that one, or create other address
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book folders as well. Each card must be in one and only
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one folder.
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</para>
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<para>
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To create a new folder, do this:
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</para>
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<para>
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To put a card into a folder, do this:
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</para>
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</sect3>
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<sect3 id="usage-contact-organize-group-category">
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<title>Grouping with Categories</title>
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<para>
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The other way to group cards is to mark them as
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belonging to different categories. The difference
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between folders and categories is that folders contain
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cards, but category membership is a property of each
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card. That means that you can mark a card as being in
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several categories or no category at all. For example,
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I put my friend Matthew's card in the "Business" category,
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because he works with me, the "Friends" category, because
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he's also my friend, and the "Frequent" category, because
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I call him all the time and can never remember his phone
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number.
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</para>
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<para>
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To mark a card as belonging to a category, do this:
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</para>
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<para>
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Then, you can refer to all the cards in that category
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by:
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</para>
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<para>
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If the default categories don't suit you, you can add
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your own. Here's how:
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</para>
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</sect3>
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</sect2>
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</sect1>
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<sect1 id="usage-contact-sharing">
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<title>Sharing your Cards (and keeping them to yourself)</title>
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<para>
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Cards can be shared over a network. This is the sort of
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feature you'll want to use if your company has a list of
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vendors and clients that needs constant updating. If you
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also share your calendars, people can avoid duplicating
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work and keep up to date on developments within their
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workgroup or across the entire company.
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</para>
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<example id="usage-contact-sharing-ex">
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<title>Sharing Address Cards and Calendar Data</title>
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<para>
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Ray wants to schedule a meeting with someone at
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Company X, so he checks the network for the Company X
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address card that states his contacts there. Since
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his company also shares calendars, he then learns that
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his co-worker Deanna has already scheduled a meeting
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with them next Thursday. He can either go to the
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meeting himself or ask Deanna to discuss his concerns
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for him. Either way, I avoid scheduling an extra
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meeting with Company X.
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</para>
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</example>
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<para>
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Of course, you don't want to share all of your cards—
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why overload the network with a list of babysitters, or
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tell everyone on your network you're talking to new job
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prospects? <application>Evolution</application> lets you
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decide which folders you want to make accessible to others.
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</para>
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<para>
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To begin sharing a folder of address cards, select (something) <!--
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DESCRIBE PROCESS HERE -->. The
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<interface>Sharing</interface> window will pop up. It contains:
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<!--DESCRIBE INTERFACE HERE-->
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</para>
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</sect1>
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<sect1 id="usage-contact-automate">
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<title>Automating the Contact Manager</title>
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<para>
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The <application>Evolution</application> contact manager
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can perform a wide variety of tasks for you. From speeding
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up basic tasks like adding a new address card to managing
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mailing lists, you'll find that the contact manager is more
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than a mere address book.
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</para>
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<sect2 id="contact-automation-basic">
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<title>Send me a card: Adding New Cards Quickly</title>
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<para>
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When you get information in the mail or in a calendar
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entry, you can add it to an address card. To do so, right
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click on any email address or email message, and select
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<guimenuitem>Add Address Card</guimenuitem> from the menu
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that appears. Of course, <application>
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Evolution</application> adds cards from a hand-held device
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during HotSync operation. For more information about
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that, see <xref linkend="usage-sync">.
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</para>
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</sect2>
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<sect2 id="contact-automation-lists">
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<title>Managing a Mailing list</title>
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<para>
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You already know that when you are writing an email, you
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can address it to one or more people, and that
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<application>Evolution</application> will fill in
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addresses from your contact manager's address cards if
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you let it. In addition to that, you can send email to
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everyone in a particular group by doing SOMETHING HERE.
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Future versions of <application>Evolution</application>
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will allow you to you export a group of cards to a
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spreadsheet, database, or word processor so you can print
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address labels or prepare large postal mailings.
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</para>
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</sect2>
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<sect2 id="usage-contact-automation-extra">
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<title>Map It! and other extra features</title>
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<para>
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Need a map or directions? Click
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<guibutton>MapIt</guibutton> from within the contact
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manager, and <application>Evolution</application> will
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map the address for you online.
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</para>
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</sect2>
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</sect1>
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</chapter>
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