This section provides an overview of how to create a new contact. Details can be found on the next page.
Note: If you want to create a new contact in a public or shared contact folder you need to have the folder permission for creating objects.
How to create a new contact:
In the
panel section click the icon. The Contact window will open. The tab is opened.If required select a contact folder by clicking the
button and selecting a contact folder in the pop-up window.Enter the business data for the contact in the
tab.Use further options if needed:
Add categories. See : Adding categories
If required mark the contact as private. See : Marking a contact as private Note: You can only mark a contact as private if you create the contact in a personal contact folder.
If wanted, enter the private data for the contact in the
tab. You can create an appointment series from the contact's date of birth. The serial reminds you of the birthday.Add a picture. Please refer to : Adding a picture.
In the
tab enter further data for the contact.Add attachments. See : Adding attachments
Click the
icon in the panel. The window will close.Result: The contact is created.
If you want to cancel the process click
in the panel section.There are the following possibilities for creating a contact:
You can also call the
function from within other modules in the panel section.In the Cards or Phone list view double-click a free area in the overview window. The Contacts window will open.
In the E-Mail window H split or V Split view drag an E-Mail address to a contact folder in the folder tree. The Contact window will open. The E-Mail address is entered as a business E-Mail address.
A category is text that can be used as key word for structuring contacts. There are two possibilities for adding categories:
Enter object-related categories in the input field next to the Tags button.
Select categories from a list of predefined categories. Predefined categories are marked with a color.
Information on defining categories can be found in : Managing Tags.
How to add object-related categories in the Contact window:
Select the
tab.Double-click on the input field next to the
button.Enter a text.
Note: Object-oriented categories do not have a color.
How to add predefined categories in the Contact window:
Select the
tab.Click the
button. The dialog window opens. The list field contains all predefined categories.In the
list field activate the checkboxes of the categories to be assigned to the contact.Click on
.Result: The categories are entered in the input field.
How to remove added categories in the Contact window:
Select the
tab.Click the
button. The dialog window opens.In the
list field, deactivate the checkboxes of the categories to be removed.Click on
.Result: The categories are removed from the contact.
A private contact is a contact that can not be viewed by other participants, when sharing your contact folders with other participants.
You can only mark a contact as private if you create the contact in a personal contact folder.
How to mark a contact as private in the Contact window:
Select the
tab.Activate the
checkbox.A picture for a contact should have the following properties:
Maximum file size: 32,8 kb
Recommended size: 76 x 76 px
File format: .JPG, .BMP, .GIF or .PNG
How to add a picture in the Contact window:
Select the
tab.In the
panel section click . The Upload picture window is displayed.In the Upload picture window click
. Select the file to be added as a picture. Close the file selection dialog window.In the Upload picture window click
.Note: The picture is not immediately displayed. It will be displayed the next time the contact is opened.
How to add attachments in the Contact window:
Select the
tab.In the
panel section click . The Select attachments dialog window will open.In the Select attachments dialog window click
. Select the file to be added as an attachment. Close the file selection dialog window.In the Select attachments dialog window click
. The file is entered in the list field.To add additional attachments repeat steps 3 - 4.
If you want to remove an attachment select it in the list field. Then click
.In the Select attachments dialog window click
.Result: The attachments are added to the contact.
You can create a contact from an E-Mail's vCard attachment. A vCard attachment can be identified by the file extension .vcf.
How to create a contact from an E-Mail's vCard attachment:
Display the E-Mail in the H Split or V Split view.
Right-click the .vcf file in the lower part of the overview window.
Select
from the context menu.Result: The Contact dialog window will open.