Using the Address Book

When the Address Book application is running, you can perform a variety of functions from the portlet.

StepsAdding the Address Book in Portal Interface

  1. Log in to Portal Interface.

  2. Select Add Page.

  3. When the Add Page window displays, select Add Pre-made Pages, select Address Book, and click Done.

  4. You see the Address Book page and portlet.

    NoteThe Address Book must display in an inline frame (iframe option). If this is not the case, click the edit hyperlink on the title bar of the portlet, select the Iframe display type, then click OK.

StepsCreating a category

Before you can add any address book entries, you must create at least one category.

  1. Select Add a Category.

  2. In the Add Category window, enter a category name and description. Do not use spaces in the name.

StepsCreating an address book entry

  1. Select Add a New Contact.

  2. In the Add Contact window, select the category to which you want to add the address, then enter the name, address, and telephone number information.

  3. Click Save Contact to save the entry.

StepsUpdating an address book entry

  1. Select View all Contacts.

  2. Find the address book entry by choosing the category and the first letter of the last name. Select the entry.

  3. In the Address Details window, click Edit.

  4. In the Edit Address entry window, update the information you want to change, and click Save.

StepsDeleting an address book entry

  1. Select View all Contacts.

  2. Find the address book entry by choosing the category and the first letter of the last name. Select the entry.

  3. In the Address Details window, click Delete.

StepsSearch for addresses

  1. Select Search for Addresses.

  2. In the Search window, enter the search criteria, and select Search.

    You can search for addresses based on all or part of the first name, last name, or category. For example, if you enter Joe for the first name and Fr for the last name, the application returns both Joe Francis and Joey Fritsch.

StepsFilter addresses

  1. Select View all Contacts.

  2. To view all your entries, select All Categories.

    To view all the entries in a specific category, select the category.

    To view all the last names that begin with a specific letter, select All Categories, then select the first letter of the last name.

    To view everyone with last names that begin with a specific letter and that are in a specific category, select the category and the first letter of the last name.

    For example, to see everyone in the Engineering category whose last name begins with ‘J’, select the category Engineering, and click ‘J’.