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reference:address_book_tab [2010/11/03 16:05] – simon | reference:address_book_tab [2011/11/16 15:54] – version 5 simon | ||
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======Address Book tab====== | ======Address Book tab====== | ||
- | The Address Book tab within VPOP3 Webmail | + | The Address Book tab within |
- | As you can see from the screenshot | + | As you can see from the screenshot, the page is divided into three main sections: |
- | | Address book lists | Contacts in selected list | | + | |[[Webmail Menu|Menu bar]] || |
- | | ::: | Details for selected | + | |[[#Address book toolbar|Address book toolbar]] |
+ | |[[Webmail tabs|General tab bar]] || | ||
+ | ^ [[#Address book lists|Address book lists]] ^ [[#List of contacts|Contacts in selected list]] ^ | ||
+ | ^ ::: ^ [[# | ||
+ | | [[Webmail status bar|Status bar]] || | ||
- | {{: | + | {{: |
- | At the top of the page are various bars, which provide specific functionality. At the bottom page is a status bar which provides information. | + | =====Page structure===== |
- | * **Menu bar** | + | ====Address book toolbar==== |
- | The menu bar provides quick access to common actions which may be relevant | + | The Address book toolbar contains |
+ | ===Version 5 and later=== | ||
+ | * **New Entry** -> launches a window to create a record for a new contact | ||
+ | * **Delete** -> deletes | ||
+ | * **To**/ | ||
+ | * **To: (Create new)/[other messages]** -> adds the selected contacts to a new message, or a selected open message - observes **To**/ | ||
+ | * **Search** -> allows you to filter the list of contacts by entering part of their name or email address | ||
+ | ===Version 4=== | ||
+ | * **New Entry** -> creates a record for a new contact | ||
+ | * **Search** -> allows you to filter | ||
- | * **Address book toolbar** | + | ====Address book lists==== |
- | **New Entry** allows you to create | + | The left panel forms a tree structure to display the current user's various address book lists. Any branch of this tree can be opened/ |
- | **Search** allows you to filter | + | ====List of contacts==== |
+ | The top-right panel is a grid containing | ||
- | * **General tab bar** | + | ====Highlighted contact==== |
- | The general tab bar allows you to navigate between open tabs. The **Mail**, **Address Book** and **Quarantine** tabs will be permanently open. Other tabs will appear for messages | + | The bottom-right panel displays a toolbar which allows you to **Edit** the highlighted contact.\\ |
+ | In version 4, this is where you would select to **Delete** the contact, or add their email address into existing or new messages. | ||
- | | + | Below, three tabs allow you to view/edit the **General**, **Business** and **Personal** details |
- | The status bar shows in the bottom left, which user is currently logged in; A blue bar when the page is currently loading; The total number | + | |
- | =====Address | + | =====Performing actions===== |
- | VPOP3 allows you to maintain various | + | ====Selecting a contact==== |
- | For example, you may want the following | + | ===Version 5 and later=== |
+ | You can select contacts by selecting the checkbox for their row in the grid. This enables you to select multiple contacts at once.\\ | ||
+ | If no rows are ' | ||
+ | If no row is highlighted either, no contacts are selected. | ||
+ | |||
+ | ===Version 4=== | ||
+ | You can only select contacts by highlighting them - i.e. you left-click on their row in the grid.\\ | ||
+ | You can only select one contact at a time.\\ | ||
+ | If no row is highlighted, | ||
+ | |||
+ | ====Creating a new contact==== | ||
+ | **NOTE:** VPOP3 does not prescribe the fields that should be completed, but generally it is a good idea to at least enter **Display** and **Email** | ||
+ | ===Version 5 and later=== | ||
+ | * Click **New Entry** | ||
+ | * Enter the details as required | ||
+ | * Click **Apply** to save the new contact | ||
+ | ===Version 4=== | ||
+ | * Click **New Entry** - this automatically creates a contact with prepopulated default values | ||
+ | * Correct and enter the details, as required | ||
+ | * Click **Save** to confirm the changes (clicking **Cancel** will leave the contact in place with the default name and email address) | ||
+ | |||
+ | ====Mailing contacts==== | ||
+ | ===Version 5 and later=== | ||
+ | In order to add contacts to a message, you must select the contacts in order for the **To: (Create new)/[other messages]** button to become active. | ||
+ | |||
+ | If you want to create a new message, addressed **To:** the selected contacts, click on the text **To: (Create new)**.\\ | ||
+ | If you want to add contacts into a message you are already composing, select the **To:**, **Cc:** or **Bcc:** button as required, then click the dropdown on the **To: (Create new)/[other messages]** button; then select the required message. | ||
+ | |||
+ | ===Version 4=== | ||
+ | In order to add a contact to a message, you must go through the Address | ||
+ | **Send New Message** - //Will always appear// | ||
+ | Clicking **Send New Message** creates a new message tab with the **To:** field automatically populated with the selected contact' | ||
+ | |||
+ | **Add To Message** - //Will only appear when there is an active new message tab//\\ | ||
+ | Clicking **Add To Message** allows you to insert the selected contact' | ||
+ | |||
+ | Please note that the **Add To Message** button will not appear if the most recently selected new message tab has been closed (e.g. if the message has been sent), even if other new message tabs are open. This is because in version 4, it is a requirement for you to ' | ||
+ | |||
+ | ====Creating a new category==== | ||
+ | VPOP3 allows you to maintain various | ||
+ | For example, you may want the following | ||
* Customers | * Customers | ||
* Suppliers | * Suppliers | ||
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* Friends | * Friends | ||
- | To create the lists, find the **External Addresses** section in the left hand panel. Right-click on **Personal** and choose **New Category**. Enter the category name and click **OK**. Repeat this for each new category that you require. | + | To create the category, find the **External Addresses** section in the address book lists panel. Right-click on **Personal** and choose **New Category**. Enter the category name and click **OK**. Repeat this for each new category that you require.\\ |
Your new categories should be displayed one level beneath **Personal**. | Your new categories should be displayed one level beneath **Personal**. | ||
+ | ====Maintaining categories==== | ||
+ | To share a category, right-click the category in the lists panel and choose **Share Category** - this will launch a dialogue box to allow you to set permissions for additional users. | ||
+ | To delete a category, right-click the category in the lists panel and choose **Delete Category** - this will remove the category and all contacts contained within it. There is no way to reverse this action. |