|
Click on Contacts in the left column to open your address book:
 Your address book will be displayed in the main display. In the left hand column will be links to your contact categories, groups, and any directory services you have added: 
All of your contacts will be displayed in the main display, below a row of Alphabet links. (A letter is only a link if there are contacts whose last name begins with that letter.) Back to top
You may find a contact in a few ways: - Scroll down through the alphabetical listing of all contacts.
- Click on the alphabet link for the first letter of the contact's last name.
- Click on Tools and select Find Contacts:
A window will open with a variety of options for searching for your contact:
 Back to top
You may create a group contact (or mailing list) to send a single email to several people at one time. Each group in your address book must have a unique name. Accessing your Groups list. - To access your Groups list, click on Contacts in the left column.
- Click on the Groups link:
 - A list of your existing Groups will be displayed in the main window.
Creating a Group Contact. To create a new group contact: - Click on the
 New  menu icon in the Contacts toolbar and select Group:
 - The Add/Edit Group window will open. The left side of the window includes the fields used to create/identify the group:
The right side of the window shows contacts who are already members of the group. When you are creating a new group, this area will be empty:
 - Enter a name for your group.
- If you are creating categories for your contacts, and many of your contacts are in one of these categories, you may select that category from the drop-down menu.
- Select the checkboxes for the contacts you want to add to the group.
- Click on OK:
 - You will be taken to your Groups list, where you will see the group you just added.
Viewing and Editing a Group Contact. To view or edit a group contact: - Go to your Groups list.
- Click on the View icon (
 ) or the Edit icon (  ). - If you click the View icon, you will see a list of all members of the group:
Notice that next to the group name is a menu giving you the option to open a new email message with the selected group on the To, Cc or Bcc field. - If you click on the Edit icon, the Add/Edit Group window will open.
On the left side of the page, is a list of all your contacts that are not members of the group. Again, there is a drop down of categories, so if you only want to see members in a certain category, you can select if from that list. To add members to the group, click the checkbox by the name of the contact you wish to add and click on Add Members in the upper left corner of the window:
The window will refresh and the added members will appear in the list of group members.
On the right side of the page will be a list of members in the group. You can remove members by clicking the checkbox by their name, and clicking on Remove Members in the upper left hand corner of the window. The window will refresh and the deleted members will now appear in the list of available contacts on the left side of the page.
When you are finished making changes, click on OK.
Back to top
When you are viewing a list of contacts or groups, you can start a new e-mail to any contact or group by clicking on the menu icon  and selecting the field (To, Cc or Bcc) where you'd like your contact to be added:
or for a group:
A compose window will open with the contact or group in the selected field. Back to top
Categories allow you to organize your contacts and groups and make it easier to find contacts or filter contacts on the Add/Edit groups and category pages. When you add or edit a contact or group, select a category in which to put the person or group. Add a Category - Click on Contacts on the left side of the page.
- Click on Categories under My Contacts to open the View Categories page.
- This will display a list of categories available to you. (By default, there will be Commercial, Personal, Professional and Unfiled categories. All but the Unfiled category can be deleted.)
- To add a new category, enter a unique name in the New Category box at the top of the page and click Add:
The list of categories will refresh, and include the new category. - You may also add a new category by clicking on the
 New menu icon and selecting Category:
 - The Add/Edit Category window will open. This window allows you to create the category and add members from your existing contacts to the category at the same time. Enter a unique name for the category and click the contacts you wish to add to the category. Then click Add Members:
 - The window will refresh, with the added members showing on the right side of the page, under Category Members.
- Click on OK.
Edit a Category - Click on Categories on the left side of the page to open the View Categories page.
- Click the Edit icon
 for the category you want to edit. - The Add/Edit Category window will open.
- Change the name by entering a new name in the Category field at the top of the window.
- Click OK.
- You may also add or remove members in this window, as well. Simply check the checkbox next to a contact's name and then click on Add Members or Remove Members.
- Click OK when you have finished adding or removing members.
Delete a Category - Click on Categories on the left side of the page to open the View Categories page.
- Click the Delete icon
 next to the category you want to delete. - A confirmation page will load, asking if you are sure you want to delete the category:
 - Click OK to remove the category or
 Cancel to save the category.
NOTE: If you delete a category, it does not delete the contacts that were in the category. They will be moved to the Unfiled category. Back to top
- Click on Contacts on the left side of the page.
- Click on My Contacts to open the View Contacts page.
- Click on the
 Tools menu icon and select Import/Export:
 - The Import/Export window will open:
The default file type is .LDIF, which is used in LDAP systems. A more commonly used file type is a .CSV file, a comma-separated values format. You will most likely need to change the file type for either an import or an export to the .CSV option. Importing Contacts - To import contacts, select an existing Category to import to, or add a new category by clicking the radio button next to New Category and entering a name in the textbox.
- Click the Browse button and navigate to and select the file you wish to import.
- Change the file type to .CSV, if appropriate. The file type should match the extension on the file you are importing.
- If you select the .CSV file type, you have the option to change the language and character set (charset) for the import.
- By default, the Ignore Duplicate Contacts checkbox is checked. This will import all contacts in the file and duplicates can be deleted or edited later. If this box is unchecked, each time a duplicate contact is encountered during the import, a Duplicate Contacts window will open, and you can choose to Keep the contact or Edit it. Then click OK to resume the import.
- Click on Import Now.
- When finished, click on Done in the Import/Export window.
Exporting Contacts - To export contacts, choose the Category you'd like export. The default is All.
- Select the file type format you'd like to have the exported contacts to have. The .CSV option (comma-separated format) can easily be opened in Excel.
- If you select the .CSV option, you can change the language and character set.
- Click Export Now to open a File Download window. Save the file to disk, after navigating to the location where you'd like to save the file.
- When finished, click on Done in the Import/Export window.
Back to top
- To print your contacts list, click on the Print
 icon:
 - Select your printer and click on OK (Windows) or Print (Mac).
Back to top
|
Delete
to open the Add/Edit Contact page. 
New 
OK when you are finished to save your changes!
OK to save your changes or 
