You can search for contacts in the corporate address book, your personal address books, or the collected addresses address book.

To search for a contact:

1. Click the address book in which you want to search.

   A column showing all the contacts in that address book appears.

   You can search a contact based on the following criteria:

   • Display Name
   • Email Address
   • First Name
   • Last Name
   • Phone Number

   Note:

   By default, the search is performed on the display name.
2. Enter the string that you think would be the best way to find your contact in the text area provided and press enter. All the contacts that match the search criteria appear.

   Note:

   Convergence treats any entered search string as a 'starts with' search in the Corporate Address Book. For example, if a user enters foo, results beginning with foo are listed.

   In addition, you can add the asterisk * in a search string (for example, *foo ,which allows you to do a wildcard search for a "contains search" or "substring-any" search.

You can copy contacts from any of your address books into a personal address book. You cannot copy contacts into the corporate address book or the collected addresses address book.

To copy a contact to a personal address book:

1. From any of your address books, find the contact you want to copy.

   See "How Do I Search for a Contact?" for more information.

2. From the address book toolbar, select Copy to.
3. From the context menu, select the personal address book into which you want to copy the contact.

To send an email message to one or more contacts from the corporate directory, perform the following steps:

1. Search the contact from the corporate directory. See "How Do I Search for a Contact?" To send the email message to multiple contacts, select the contacts by following the steps described in the section "What Actions Can I Perform on Contacts From My Address Book?"
2. Click Compose Mail To on the Corporate Directory Lookup toolbar. Alternatively, right-click the contact and select Compose Mail To... from the drop-down list. A new tab titled No Subject is created and the contact's email address is added in the To field.
3. Enter the message in the compose editor and click Send.

To schedule an event with a contact in the corporate directory, perform the following steps:

1. Search the contact from the corporate directory. See How Do I Search for Contacts in the Corporate Directory? To schedule the event with multiple contacts, select the contacts using the steps described in the section "What Actions Can I Perform on Contacts From My Address Book?"
2. Right-click the selection and select Invite To a New Event... from the drop-down list. A New Event tab is created with the contact added to the invitation list. For more details about how to create a new event, see "How Do I Create an Event?"
3. Specify other attributes for the event and click Save.

To print contacts or a group of contacts:

1. Click the address book that contains the contact or group you want to print.
2. Do one of the following:
   • Select a group.
   • Select one or more contacts using the Shift or CTRL keys on your keyboard.
3. Do one of the following:
   • Right-click your selection and select Print.
   • From the address book toolbar, select Print. To print the selected contacts, select Print Selected from the context menu. To print a group, select Print all in list from the context menu.
   A new browser tab or window appears displaying your print selection.
4. User your browser printer features to print the contents of your print selection.

You can export your contacts from Convergence. For example, you could export contacts from Convergence so that you can import them into another application. You do not have to manually enter each contact in your new application.

Convergence can export as CSV and vCard 3.0. Depending on how your system is set up, Convergence may also be able to export as LDIF and vCard 2.1. Ask your system administrator which additional formats are supported.

To export contacts:

1. Select the address book from which you want to export the contacts.
2. You can export contacts in two ways.
   • Export all contacts in the selected address book.
   • Select a subset of contacts from the address book.
   To export all contacts in the address book:
   1. Click Import/Export icon on the address book toolbar in the left pane in two-pane layout and select Export.
   2. Click Import/Export from the Actions drop-down list on the address book toolbar in the left pane in three-pane layout and select Export.
   To export selected contacts:
   1. Select the contacts by clicking the check box next to the contact or by pressing the Ctrl key (command key for Mac OS users) for nonsequential contacts or use the Shift key for sequential contacts.
   2. Right-click on the selected list.
   3. Select Export from the context menu.
   The Export Contacts from Address Book dialog box appears and the default export format is selected.
3. Select the format in which you want to export your contacts. If you have selected contacts from the address book, the following options are available.
   • Export All: Select this option to export all address book entries.
   • Export Selected: Select this option to export the selected entries.
4. Click Export Contacts to export the contact to the selected format. The contacts are exported in the chosen format and an operating system dialog box appears prompting you to store your entries.

You can create user-defined address book and add groups or contacts to it.

To create a book:

1. In the quick actions toolbar, click the New Address Book icon on the left pane in two-pane layout. Select New Address Book from the Actions drop-down list in the left pane in three-pane layout. A New Address Book dialog box appears.
2. Enter a name for the book in the text box.
3. Click Save. The newly created address book appears above the Corporate Directory in the left navigation pane.

Select the Address Book and create groups within the book or add contacts to the address book.

To add contact:

1. Select the Address Book for which you want to add a contact.
2. To add a contact, Do one of the following:
   • Click New Contact icon on the left-side navigation panel in two-pane layout. Select New Contact from the New Contact drop-down list in the upper left corner of the Convergence UI in three-pane layout. The Add to Contacts dialog box appears.
   • 1. Provide a first name, last name, and email address.
     2. Click Enter More Details to open the contact in the New Contact tab.
   • Click New Contact icon from the Address Book toolbar in two-pane layout. Select New Contact from the Actions drop-down list in the Address Book toolbar in three-pane layout. The New Contact tab appears.
3. Enter the following details of your contact:
   • Click the photo avatar on the left-side of this page to add a picture of your contact. A file browser appears. You can navigate to the directory that has the picture of your contact and add it. The photo is automatically cropped and resized to fit into the area provided for the picture.
   • First Name: Enter the first name of your contact.
   • Last Name: Enter the last name of your contact.
   • Display Name: The name to be used in Convergence for this contact. By default, this is a combination of the first and last name.
   • Middle Name: Enter the middle name of your contact.
   • Company Name: Enter the name of the organization that your contact works for.
   • Job Title: Enter the job title of your contact.
   • Title: Select a title, such as Dr or Mr.
   • Suffix: Select a suffix, such as Jr or Sr.
4. Enter the Email Addresses for your contact. The following options are available:
   • Work
   • Personal
   • Other
5. Enter the postal addresses for your contact in the Addresses section.

   Note:

   A hint indicating what must be entered in each field is provided in light grey. When you click in the field, the hint is removed.
   The following options are available:
   • Work
   • Home
   • Other
   Once contact information is added and saved, you can view your contacts in view mode. After selecting a contact with address details, you hover over the View Map icon (located under the address in view mode) to view a Google map thumbnail image. For more information on Google maps in the Address Book, see: "How Do I Find an Address Location with Google Maps?"
6. Enter the phone numbers for your contact in the Phone Numbers section. The following options are available:
   • Home
   • Work
   • Mobile
   • Pager
   • Fax
   • Other

   Note:

   You can change the order in which the phone numbers appear when you view the contact by selecting the fields from the drop-down list.
7. Enter the instant messaging information for your contact in the Instant Messaging field. The following options are available:
   • SunIM
   • AIM
   • Jabber
   • MSN
   • Yahoo
   • .Mac
   • Other
   Depending on how the address book in configured on the server, you can add up to five instant messaging IDs. Ask your administrator how many IDs you can add for each of your contacts.
8. You can enter other information related to your contact from the Other Information drop-down list. The following options are available:
   • Nickname
   • Birthday
   • Anniversary
   • Other
   • Calendar URL
   • Availability URL
   • Web Address 1
   • Web Address 2
   For birthdays and anniversaries, you can specify a date using the calendar icon or by entering a date string in the text field (for example, "May 11").
9. You can add notes regarding your contacts under the Notes section.
10. Click Save. Optionally, press the Enter key on the keyboard to save the content.

After adding the contact, all details that you have entered for the contact appear in the view mode. Also, only the information filled out is shown in the view mode.

You can copy contacts from any of your address books into a personal address book. You cannot copy contacts into the corporate address book or the collected addresses address book.

To copy a contact to a personal address book:

1. From any of your address books, find the contact you want to copy.

   See "How Do I Search for a Contact?" for more information.

2. From the address book toolbar, select Copy to.
3. From the context menu, select the personal address book into which you want to copy the contact.

You can edit the contact information for contacts in your personal address books or the collected addresses address book.

To edit a contact:

1. Select the address book containing the contact information you want to edit.
2. Search for and select the contact whose contact information you want to edit.

   The contact's information appears.

3. Click Edit.

   A new tab appears that shows the information for the contact.

4. Edit or add the required information for the contact in the corresponding field.
5. Click Save.

After editing the contact, all details that you have provided for the contact appear in the view mode.

To delete one or more contacts from your address book, perform the following steps:

1. Select the contacts to delete by selecting the check box next to the contact from the address book. You can select multiple contacts by pressing the Ctrl key on your Windows keyboard (or Command key if you use Mac OS) for selecting non-sequential contacts or the Shift key for selecting sequential contacts.

   If you select a single contact, the contact details appear in the central panel. In the case of multiple contacts, the total number of contacts selected appears in the central pane.

2. Click Delete displayed on the selected address book tab in the right pane.

   Alternatively:

   1. Right-click on the selected contact(s).
   2. Select Delete.
   A dialog box appears prompting for a confirmation.
3. Click Delete.

If address details have been entered for any contacts in your Personal Address Book or the Corporate Address Book, you can view a Google map of the address location within the address books. To view the Google map of a contact's address, follow these steps:

1. Select the contact in Address Book.
2. If the Addresses section contains an address, hover over the View Map icon. A thumbnail view of the address location is shown in a Google map.
3. Click View Map icon. The map is enlarged.
4. To enter another address, delete the address in the Search text field at the top of the map and enter a new address. Click Show Location.
5. For driving directions, cycling directions, or walking directions between two locations, select Driving Directions, Cycling Directions, or Walking Directions from the Search drop-down menu at the top of the map.
   1. Enter an address in the green A and B text fields. Directions are listed in the left column of the main pane.
   2. To print directions, click Print directions next to the printer icon.
   3. For reverse directions, click the outward-facing arrows icon between address A and address B on the top of the map.
6. To exit from Google maps, Click x in the map tab(s).

The address book service enables you to perform several operations on one or more contacts. For example, to send a message to multiple contacts, use the address book instead of opening the compose window in the Messages and typing the contacts manually.

The options appear when you select contacts and right-click. The options available in the right-click menu depend on the service available in your deployment. To select multiple contacts, select the check box next to the contact. You can select all contacts by selecting the check box next to Display Name at the top of the results area. You can select multiple contacts by pressing the Ctrl key on the Window keyboard (Command key for Mac OS users) to select non sequential contacts, and the Shift key to select sequential contacts.

Depending on the services included in your deployment, the following options may be available:

• Compose Mail To: Select this option to send an email message to the selected contacts.

  The compose mail tab appears in the Mail module. The selected contacts are added as recipients of the email message.

• Invite to a New Event: Select this option to create an event with the contacts as invitees.

  The New Event window appears in the Calendar module. The selected contacts are added as invitees of the event.

• Chat: Start an Instant Messaging conversation. This option is available when the contact is online.
• Print: Select this option to print contacts.
• Export: Select this option to export your contacts to a file. For a list of supported file formats, see "How Do I Export My Contacts?".

You can search for contacts in the corporate address book, your personal address books, or the collected addresses address book.

To search for a contact:

1. Click the address book in which you want to search.

   A column showing all the contacts in that address book appears.

   You can search a contact based on the following criteria:

   • Display Name
   • Email Address
   • First Name
   • Last Name
   • Phone Number

   Note:

   By default, the search is performed on the display name.
2. Enter the string that you think would be the best way to find your contact in the text area provided and press enter. All the contacts that match the search criteria appear.

   Note:

   Convergence treats any entered search string as a 'starts with' search in the Corporate Address Book. For example, if a user enters foo, results beginning with foo are listed.

   In addition, you can add the asterisk * in a search string (for example, *foo ,which allows you to do a wildcard search for a "contains search" or "substring-any" search.

You can change the way you want to see your contacts. By default, all contacts appear in alphabetical order.

1. Click the address book in which you want to sort the contacts.

   A label showing all the contacts in that address book appears under the Display Name search field.

2. Click the Display Name label to arrange the contacts in descending order.

To print contacts or a group of contacts:

1. Click the address book that contains the contact or group you want to print.
2. Do one of the following:
   • Select a group.
   • Select one or more contacts using the Shift or CTRL keys on your keyboard.
3. Do one of the following:
   • Right-click your selection and select Print.
   • From the address book toolbar, select Print. To print the selected contacts, select Print Selected from the context menu. To print a group, select Print all in list from the context menu.
   A new browser tab or window appears displaying your print selection.
4. User your browser printer features to print the contents of your print selection.

You can move your contacts across applications without having to create all the contacts manually. For example, you can export contacts from Microsoft Outlook and import them into Convergence without having to create contacts manually.

Convergence can import CSV and vCard 3.0. Depending on how your system is set up, Convergence may also be able to import LDIF and vCard 2.1. Ask your system administrator which additional formats are supported.

This procedure assumes you have already exported your contacts from another application into a file type supported by Convergence.

1. Select a personal address book into which you want to import contacts.
2. Click Import/Export icon on the address book toolbar in the left pane in two-pane layout and select Import. Click Import/Export from the Actions drop-down list on the address book toolbar in the left pane in three-pane layout and select Import. The Import Contacts to Address Book dialog box appears.
3. Click Browse to select the file from which you want to import the contacts. An operating system file browser window displays.
4. Navigate through your file system and select the appropriate file for your contact or address book.

   Note:

   If the type of file selected does not correspond to the file format, an error appears.
5. Click Import Contacts. All contacts are imported into the address book.

You can export your contacts from Convergence. For example, you could export contacts from Convergence so that you can import them into another application. You do not have to manually enter each contact in your new application.

Convergence can export as CSV and vCard 3.0. Depending on how your system is set up, Convergence may also be able to export as LDIF and vCard 2.1. Ask your system administrator which additional formats are supported.

To export contacts:

1. Select the address book from which you want to export the contacts.
2. You can export contacts in two ways.
   • Export all contacts in the selected address book.
   • Select a subset of contacts from the address book.
   To export all contacts in the address book:
   1. Click Import/Export icon on the address book toolbar in the left pane in two-pane layout and select Export.
   2. Click Import/Export from the Actions drop-down list on the address book toolbar in the left pane in three-pane layout and select Export.
   To export selected contacts:
   1. Select the contacts by clicking the check box next to the contact or by pressing the Ctrl key (command key for Mac OS users) for nonsequential contacts or use the Shift key for sequential contacts.
   2. Right-click on the selected list.
   3. Select Export from the context menu.
   The Export Contacts from Address Book dialog box appears and the default export format is selected.
3. Select the format in which you want to export your contacts. If you have selected contacts from the address book, the following options are available.
   • Export All: Select this option to export all address book entries.
   • Export Selected: Select this option to export the selected entries.
4. Click Export Contacts to export the contact to the selected format. The contacts are exported in the chosen format and an operating system dialog box appears prompting you to store your entries.

The Address book enables you to create groups. A group can have one or more members.

This section contains the following topics:

• How Do I Create a Group?
• How Do I Remove a Contact From a Group?
• What Group Actions Can I Perform on a Group that I Create?
• How Do I Delete a Group?
• How Do I Rename a Group?

The address book service enables you to perform several operations on one or more contacts. For example, to send a message to multiple contacts, use the address book instead of opening the compose window in the Messages and typing the contacts manually.

The options appear when you select contacts and right-click. The options available in the right-click menu depend on the service available in your deployment. To select multiple contacts, select the check box next to the contact. You can select all contacts by selecting the check box next to Display Name at the top of the results area. You can select multiple contacts by pressing the Ctrl key on the Window keyboard (Command key for Mac OS users) to select non sequential contacts, and the Shift key to select sequential contacts.

Depending on the services included in your deployment, the following options may be available:

• Compose Mail To: Select this option to send an email message to the selected contacts.

  The compose mail tab appears in the Mail module. The selected contacts are added as recipients of the email message.

• Invite to a New Event: Select this option to create an event with the contacts as invitees.

  The New Event window appears in the Calendar module. The selected contacts are added as invitees of the event.

• Chat: Start an Instant Messaging conversation. This option is available when the contact is online.
• Print: Select this option to print contacts.
• Export: Select this option to export your contacts to a file. For a list of supported file formats, see "How Do I Export My Contacts?".

You can edit the contact information for contacts in your personal address books or the collected addresses address book.

To edit a contact:

1. Select the address book containing the contact information you want to edit.
2. Search for and select the contact whose contact information you want to edit.

   The contact's information appears.

3. Click Edit.

   A new tab appears that shows the information for the contact.

4. Edit or add the required information for the contact in the corresponding field.
5. Click Save.

After editing the contact, all details that you have provided for the contact appear in the view mode.

If address details have been entered for any contacts in your Personal Address Book or the Corporate Address Book, you can view a Google map of the address location within the address books. To view the Google map of a contact's address, follow these steps:

1. Select the contact in Address Book.
2. If the Addresses section contains an address, hover over the View Map icon. A thumbnail view of the address location is shown in a Google map.
3. Click View Map icon. The map is enlarged.
4. To enter another address, delete the address in the Search text field at the top of the map and enter a new address. Click Show Location.
5. For driving directions, cycling directions, or walking directions between two locations, select Driving Directions, Cycling Directions, or Walking Directions from the Search drop-down menu at the top of the map.
   1. Enter an address in the green A and B text fields. Directions are listed in the left column of the main pane.
   2. To print directions, click Print directions next to the printer icon.
   3. For reverse directions, click the outward-facing arrows icon between address A and address B on the top of the map.
6. To exit from Google maps, Click x in the map tab(s).

To delete one or more contacts from your address book, perform the following steps:

1. Select the contacts to delete by selecting the check box next to the contact from the address book. You can select multiple contacts by pressing the Ctrl key on your Windows keyboard (or Command key if you use Mac OS) for selecting non-sequential contacts or the Shift key for selecting sequential contacts.

   If you select a single contact, the contact details appear in the central panel. In the case of multiple contacts, the total number of contacts selected appears in the central pane.

2. Click Delete displayed on the selected address book tab in the right pane.

   Alternatively:

   1. Right-click on the selected contact(s).
   2. Select Delete.
   A dialog box appears prompting for a confirmation.
3. Click Delete.

You can search for contacts in the corporate address book, your personal address books, or the collected addresses address book.

To search for a contact:

1. Click the address book in which you want to search.

   A column showing all the contacts in that address book appears.

   You can search a contact based on the following criteria:

   • Display Name
   • Email Address
   • First Name
   • Last Name
   • Phone Number

   Note:

   By default, the search is performed on the display name.
2. Enter the string that you think would be the best way to find your contact in the text area provided and press enter. All the contacts that match the search criteria appear.

   Note:

   Convergence treats any entered search string as a 'starts with' search in the Corporate Address Book. For example, if a user enters foo, results beginning with foo are listed.

   In addition, you can add the asterisk * in a search string (for example, *foo ,which allows you to do a wildcard search for a "contains search" or "substring-any" search.

You can change the way you want to see your contacts. By default, all contacts appear in alphabetical order.

1. Click the address book in which you want to sort the contacts.

   A label showing all the contacts in that address book appears under the Display Name search field.

2. Click the Display Name label to arrange the contacts in descending order.

You can copy contacts from any of your address books into a personal address book. You cannot copy contacts into the corporate address book or the collected addresses address book.

To copy a contact to a personal address book:

1. From any of your address books, find the contact you want to copy.

   See "How Do I Search for a Contact?" for more information.

2. From the address book toolbar, select Copy to.
3. From the context menu, select the personal address book into which you want to copy the contact.

To print contacts or a group of contacts:

1. Click the address book that contains the contact or group you want to print.
2. Do one of the following:
   • Select a group.
   • Select one or more contacts using the Shift or CTRL keys on your keyboard.
3. Do one of the following:
   • Right-click your selection and select Print.
   • From the address book toolbar, select Print. To print the selected contacts, select Print Selected from the context menu. To print a group, select Print all in list from the context menu.
   A new browser tab or window appears displaying your print selection.
4. User your browser printer features to print the contents of your print selection.

If you have a Skype account, you can use it to call any Address Book contacts.

This topic explains the steps for enabling Skype in Address Book:

1. If you do not have a Skype account, set up the account prior to using Skype with Address Book.
2. Click a contact in your Address Book. Next, click the phone number of that contact.

   A drop-down box lists Convergence's offerings of click-to-call services.

3. Click Call using Skype to connect the call with your Address Book contact.

   Note:

   The Skype application opens on your system; it either asks you to enter login credentials or automatically logs you into your account (if Skype retains your login information).

To send an SMS (Short Message Service) message to an Address Book contact:

1. Click a contact in your Address Book. Next, click the phone number of that contact. Make sure that the recipient phone number can receive SMS messages.

   A drop-down box lists Convergence's offerings of click-to-call services.

2. Click Send SMS Message.

   A window displays “SMS Message to <Contact> on <12234567890>” where <Contact> is the name of the recipient of your message and <12234567890> is the recipient's phone number.

   Alternatively,

   In two-pane layout, click New SMS (mobile phone) icon on the top left navigation panel to open an SMS window.

   In three-pane layout, Select New SMS from the Action drop-down list in the upper left corner of the Convergence UI.

3. On the SMS window, click drop-down menu of phone numbers to choose another phone number for the recipient. Or, select Use Another Number to enter a phone number not listed in Address Book.
4. Enter your SMS message (which should be less than 160 characters) in the SMS window.
5. Click Send.