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Creating a new contact
To create a new contact, click the New button {
} on the Addressbook tool bar. The Edit Personal Information page is
displayed. Select the addressbook for the contact from the Destination
drop menu located at the upper-right corner. Enter the required field
details. Click the "Save" button. The new contact is added to the selected
addressbook.
The field descriptions for creating a new contact are provided in the
following table:
Personal Information
| Term |
Action |
|
Name Attributes |
Enter the following details of the contact name:
- Prefix to your name
- First Name
- Middle Name
- Last Name
- Suffix to your name
First Name and Last Name fields are mandatory. Prefix to your name,
Middle Name, Suffix to your name can be left blank. |
|
Full
Name |
Enter the full name of the contact. Details
typed in the 'Name Attributes' field will be automatically displayed in this
text box. |
| Nickname |
Enter an alternative name. Click +, to add more
than one alternative name. |
| Last Name Sort
Override | |
| Birthday |
Enter the birth date of the contact or click the date picker icon to select
a date. |
E-mail Address
| Term |
Action |
| Email Addresses |
Enter the e-mail address of the contact. Click +,
to add more than one e-mail address. |
Telephone Numbers
| Term |
Action |
| Telephone Numbers |
Enter the telephone number of the contact. Also, select the category of the
telephone number from the options corresponding to the telephone number.
Click +, to add more than one
telephone number. |
Addresses
| Term |
Action |
|
Street
Address | Enter the street name. |
|
suite, apartment, etc. |
Enter the suite number and apartment of the contact address. |
|
postoffice
box | Enter the post office box
number. |
|
city |
Enter the name of city of the contact. |
|
state/province |
Enter the
state or province of the contact. |
|
zip/postcode |
Enter the zip or postal code of the contact. |
| Country |
Enter the
name of the country. |
| automake label |
Click
to create a quick label from the address provided. |
| Click +,
to add more than one contact address. |
Work Information
| Term |
Action |
| Company Name |
Enter the company name of the contact. |
|
Job Title |
Enter the job title of the contact. |
| Job Classification |
Enter the role of the contact. |
|
Division Structure |
Enter the department and division of the contact. |
Miscellaneous Information
| Term |
Action |
|
Websites |
Enter the website URL's of the contact. |
|
Timezone |
Enter the time zone of the contact. |
| Geographic Position |
Enter the geographic position of the location of the contact. |
|
EMail Program |
Enter the e-mail program of the contact. For example: Microsoft Outlook,
Outlook express |
| Note |
Enter notes. |
|
Privacy Keys |
|
| Agents |
Click
Create link to create agents for the contact. Agents are contacted in
the absence of the prime contact. |
vCard Information
| Term |
Action |
|
Access
Classification |
Select the permission
for the vCard access. |
|
vCard Source URL |
Enter the URL of the vCard source |
| vCard Source Name |
Enter description for the vCard source URL. |
|
External Unique ID |
Enter an unique id in the text box. This
ID is used by external programs to identify this card. |
| Creator Program |
Enter the creator program of vCard such as; Outlook, Openwebmail, etc. |
Custom Properties
| Term |
Action |
|
Custom
Name |
Name for the
custom. |
| Custom values |
Enter the custom values. |
| Click +,
to add more than one custom properties. |
Adding files to a contact
You can add files to the contact from the choose a file type to add
drop menu in the Add Files
to Contact section. Enter the URL for the file in the text box or click the
"browse" button to select the file that you want to add. Then click the
"Add" button. The file is added to the contact.
Adding contact quickly
To add a contact quickly, enter the First Name, Last Name, Phone and
E-mail address in the text boxes above the contact list. Click the
"Quick Add" button. The contact details are added to the contact list.
Editing a contact
To edit a contact group, click the contact link in the Contact
List. The Edit Personal Information page is displayed. Edit the required
details and click the "Save".
Deleting a contact
To delete a contact, select the To check box corresponding to the
contact you want to delete in the Contact List. Select the -Delete-
option from the drop menu located at upper-right corner and then click the
"Move" button. The contact is deleted from the addressbook.
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