Viewing contacts

To display contacts you have to do the following:

Displaying the phone list

The phone list displays the contact in the form of a table.

How to display contacts as phone list:

  1. Select a contact folder in the folder tree.

  2. In the View panel section click Phone list.

  3. To filter the view, use the quick filter bar. Details can be found in : Filtering contacts.

Result: The phone list for the contacts is displayed.

For each contact the list displays one line with information in the form of icons or text:

Column

Information

Column 1, icon  

The entry is a contact

Column 1, icon  

The entry is a distribution list

Column 2, icon  

The entry is a private contact

Name column

Name of the contact or of the distribution list

Company column

The contact's company

City column

Location of the company

Phone column

Phone (business)

Mobile column

Mobile (business)

Flag column

Flag that was assigned to the contact.

The phone list contacts are, by default, sorted in ascending order after the Name column. The column header is highlighted. An arrow icon next to the column header indicates the sort order.

How to change the sort order:

  1. To sort according to a column, click the column header.

  2. To change the sort order, click the column header again.

Result: The sort order is changed.

Note: The first two columns can not be used for sorting.

Displaying address cards

When selecting the Card view the contacts in the current contact folder are displayed in the content area in an address card form.

How to display contacts as address cards:

  1. Select a contact folder in the folder tree.

  2. In the View panel section click Address cards.

  3. To filter the view use the quick filter bar. Details can be found in : Filtering contacts.

Result: The address cards for the contacts are displayed.

The address cards display the following information for the contacts:

  • Contact icon

  • First name and surname

  • Assigned flag

  • If need be, private contact icon

  • Business address, business phone number, and business E-Mail address

The address cards display the following information for distribution lists:

  • Distribution list icon

  • Distribution list name

  • Assigned flag

Filtering contacts

With the quick filter bar you can filter contacts so that only contacts beginning with a particular character are displayed.

How to filter contacts:

  1. In the panel select the Cards or the Phone list view.

  2. Click an entry in the quick filter bar:

    • To only view the contacts beginning with a particular letter click that letter.

    • To only view the contacts beginning with a special character click #.

    • To only view the contacts beginning with a figure click 123.

Result: The Contacts view is filtered.

To return to the all contacts display click All in the quick filter bar.

Displaying the Detail view

The detail view displays all information for a contact.

How to display a contact in the Detail view:

  1. Select a contact folder in the folder tree.

  2. Select a contact in the Cards or Phone list view.

  3. In the View panel section click Detail.

Result: The Detail view for the contact is displayed.

The Detail view for a contact displays the following information:

  • The window title contains the contact's display name. By default the display name consists of the first name and the surname.

  • The Overview tab contains the following data:

    • All names for the contact

    • Details about the company or organisation

    • Business and private phone numbers

    • Business and private addresses

    • Comments, categories, and optional fields

  • The Attachments tab contains the list of attachments.

Tip: Next to the description of some entries the icon is displayed. If you click this icon, additional information is displayed.

The Detail view for a distribution list displays the following information:

  • The window title contains the name of the distribution list.

  • The Overview tab contains the following information:

    • All names of the contacts belonging to the distribution list

    • The E-Mail addresses of the contacts

Displaying hovers

Hovers are available in the Cards and Phone list view.

How to display a contact in the hover:

  1. Move the mouse pointer over a contact. After a short delay the hover will open. It displays the Overview tab.

  2. To see further information click another tab.

  3. To close the hover move the mouse pointer out of the hover.

Result: The contact hover displays the following information:

  • The General tab. It contains:

    • The picture for the contact.

    • First name and surname of the contact.

    • The private contact icon.

    • The flag assigned to the contact.

    • A colored icon for each category assigned

    • All phone and fax numbers for the contact.

    • The E-Mail address for the contact. When clicking an E-Mail address the window for composing an E-Mail will open.

  • The Addresses tab. It contains:

    • The business address for the contact.

    • The private address for the contact.

  • The Attachments tab. The numbers in brackets indicate the number of attachments. If the contact includes attachments the following elements are displayed for each attachment:

    • The attachment's file name, file size, and type.

    • Icons for opening and saving the attachment.

The hover for a distribution list displays the following information:

  • The General tab. It contains:

    • The distribution list icon.

    • The name of the distribution list.

    • An icon for sending an E-Mail to all members of the distribution list.

    • The flag assigned to the distribution list.

    • All E-Mail addresses of the distribution list.

  • The Additional tab. It contains:

    • The surnames and first names of the distribution list members.

    • The E-Mail addresses of the distribution list members. When clicking an E-Mail address the window for composing an E-Mail will open.

  • The Attachments tab. The numbers in brackets indicate the number of attachments. If the distribution list contains attachments, the following elements are displayed for each attachment:

    • The attachment's file name, file size, and type.

    • Icons for opening and saving the attachment.

Opening or saving attachments

You can do the following:

  • Open attachment. Note: To open an attachment you might need additional software.

  • Save the attachment outside the groupware.

  • Save the attachment in the InfoStore.

How to open or save a contact's attachment:

  1. Display the contact in the Detail view.

  2. Select the Attachments tab.

  3. Select the attachment.

  4. If you want to open the attachment:

    • In the Attachment panel section click Open. A system window will open. It shows the software used for opening the attachment.

    • Use the system window's control elements for opening the attachment.

  5. If you want to save the attachment:

    • In the Attachment panel section click Save. A system window will open.

    • Use the system window's control elements for saving the attachment.

  6. If you want to save the attachment in the InfoStore:

    • In the Attachment panel section click Save in InfoStore. The InfoStore Item window will open. The attachment's file name is entered as the file name for the InfoStore item.

    • Information on how to create InfoStore items can be found in : Creating an InfoStore item.

Tip: You can also open or save an attachment by using the respective icons in the contact's hover.