About contact management
FirstClass lets you store personal contact information, such as the email address, phone number, and street address of a friend. This information is stored in a personal address. Personal addresses provide a quick way to address messages to both people who aren't registered on your server and people who are, but whom you address, say, by nickname.
You can also create mail lists.
We recommend that you create a conference instead of a mail list, to reduce Mailbox clutter, if all recipients would have access to your conference.
Personal addresses and mail lists can be in your Contacts folder, where only you will see them, or in public contact databases, where others can see and contribute to them. You, your administrator, and other users can create contact databases and share them with other users.
When you add personal addresses and mail lists, they are added to your personal view of the Directory. In the case of a contact database, you must place a link to it in your Contacts folder, or copy entries from it to your Contacts folder, to see the contact database entries in your view of the Directory.
Personal addresses aren't added to the Directory if they are lacking email addresses, or if your administrator didn't give you access to the contact management feature. If you don't have the contact management feature, you can still create personal addresses purely for reference.
Your Contacts folder
All FirstClass users have personal Contacts folders on their Desktops. Your Contacts folder contains personal addresses and mail lists that you have added for your own use.
To open your Contacts folder from a window other than your Desktop, choose File > Open > Contacts Folder.
Don't move your Contacts folder off your Desktop, or it won't work. If you moved this folder off your Desktop in error, you can move it back, and it will work again.
Viewing contact databases
There are several ways you can control how you view contact information in your Contacts folder and other contact databases.
Contact database viewing tips
If you show the contacts in Index Card view, you will have immediate access to standard information, such as phone numbers, so that you can call someone without having to open their personal address form.
If you want your contacts sorted by last name, show them in List view, then add the Last Name column and sort by this column.
Controlling how you view personal address information
FirstClass supplies several versions of the form you use to add and store personal addresses. For example, if you are used to an Outlook or Palm personal address form, there are FirstClass forms that have a similar layout.
Choose the form you want to use in your Contacts folder, and as the default form in any contact databases that you create, in your general preferences. Choose the form you want to use for a specific contact database in that contact database's permissions.
Navigating to a particular name
To go to the first name that starts with a particular letter, or starts with a number, click the appropriate button at the right of the contact database window.
If there are two letters combined on a button, you can go to the first name that starts with the second letter by clicking the button twice.
Adding personal addresses
You can add personal addresses to your Contacts folder or to any other contact database.
Adding personal addresses to your Contacts folder
1 Choose File > New > New Contact.
If the address you want is in a FirstClass message or document, select the address, then choose Collaborate > Add to Contacts Folder. This prefills some of the personal address information.
2 Update the New Personal Address form.
Adding personal addresses to contact databases
1 Open the contact database.
2 Choose File > New > New Contact.
3 Update the New Personal Address form.
Creating mail lists
To create a mail list:
1 Choose File > New > New Mail List.
If you want to create the mail list in a public contact database, open the contact database first.
2 Update the New Personal Mail List form.
Grouping your contacts
You can create contact databases within your Contacts folder, or another contact database, to organize contact information.
For example, you can create a contact database for all contacts involved with a special project, then move or copy entries into this contact database. You can share this contact database just as you would any other contact database.
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