4.5. Creating contacts

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:
  1. In the New panel tab click the Contact icon. If using the compact panel, click the Contact panel icon . The Contact window will open. The General tab is opened.

  2. If required select a contact folder by clicking the Folder button and selecting a contact folder in the pop-up window.

  3. Enter the business data for the contact in the General tab.

  4. Use further options if needed:

    • Add categories. See 4.5.1: Adding categories

    • If required mark the contact as private. See 4.5.2: 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 Private 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 4.5.3: Adding a picture.

    • In the Additional tab enter further data for the contact.

    • Add attachments. See 4.5.4: Adding attachments

  5. Click Save in the panel. The window will close.

Result: The contact is created.

If you want to cancel the process click Cancel in the panel.

Tip: You can also create a new contact by clicking on Create new contact in the Edit panel tab.

There are the following possibilities for creating a contact:

4.5.1. Adding categories

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 8.2.3: Managing Tags.

How to add object-related categories in the Contact window:
  1. Select the General tab.

  2. Double-click on the input field next to the Categories... button.

  3. Enter a text.

Note: Object-oriented categories do not have a color.

How to add predefined categories in the Contact window:
  1. Select the General tab.

  2. Click the Categories button. The Categories dialog window opens. The Name list field contains all predefined categories.

  3. In the Name list field activate the checkboxes of the categories to be assigned to the contact.

  4. Click on OK.

Result: The categories are entered in the input field.

How to remove added categories in the Contact window:
  1. Select the General tab.

  2. Click the Categories button. The Categories dialog window opens.

  3. In the Name list field, deactivate the checkboxes of the categories to be removed.

  4. Click on OK.

Result: The categories are removed from the contact.

4.5.2. Marking a contact as private

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:
  1. Select the General tab.

  2. Activate the Private contact checkbox.

4.5.3. Adding a picture

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:
  1. Select the Private tab.

  2. In the panel click Add picture. The Upload picture window is displayed.

  3. In the Upload picture window click Browse. Select the file to be added as a picture. Close the file selection dialog window.

  4. In the Upload picture window click OK.

Note: The picture is not immediately displayed. It will be displayed the next time the contact is opened.

4.5.4. Adding attachments

How to add attachments in the Contact window:
  1. Click on Add attachment in the panel. The Select attachments dialog window will open.

  2. In the Select attachments dialog window click Browse. Select the file to be added as an attachment. Close the file selection dialog window.

  3. In the Select attachments dialog window click Add. The file is entered in the list field.

  4. To add additional attachments repeat steps 3 - 4.

  5. If you want to remove an attachment select it in the list field. Then click Remove.

  6. In the Select attachments dialog window click OK.

Result: The attachments are added to the contact.

4.5.5. Creating a contact from a vCard attachment

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:
  1. Display the E-Mail in the H Split or V Split view.

  2. Right-click the .vcf file in the lower part of the overview window.

  3. Select Import vCard from the context menu.

Result: The Contact dialog window will open.