Contacts

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Contacts

contacts

WorldClient's Contacts folders are useful for keeping track of email addresses for various contacts - including comments. To open the WorldClient Contacts you will need to click the Contacts link in the bottom left-hand side of the browser. You can select a contacts folder from the list of folders in the left hand folder tree. If you are uncertain where the address you're looking for is you can select the "All contacts" link in the navigation bar. You can double-click a contact to open the contact for editing or viewing (if you don't have editing permission for a folder the contact will be displayed with the save option disabled and the editing fields disabled). You can also search contacts by clicking on the search icon in the navigation bar and typing in the search criteria in the search form. When you cancel the search you will be restored to your normal, unfiltered contacts view.

Creating a contact

As you come in contact with new people, or gather email addresses of people that you know, you will want to add them to the Address book. You can do this easily with WorldClient.

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To Create a Contact

1.	Open the Contacts view.

2.	Click the New Contacts Button in the menu bar.

3.	Click Create a Contact, a new window will open up.

4.	The name and email address fields are required for new contacts, but all other fields are optional.

5.	Click "Save" to save the information you have entered or cancel to close the window without keeping the name and information you have entered.

Editing a Contact

Some addresses will change for contacts that you have in the address book, or you may want to alter comments that you have stored about certain people, you can edit the information to keep your records current.

To edit a contact

1.	Click Contacts link in the view navigation bar at the bottom left-hand corner of your browser.

2.	Double click or right click on the contact you would like to edit.

3.	change the information that you need to alter.

4.	Click "Save" to save your changes or "Cancel" to close the window without saving the changes you have made.

Deleting a Contact

Some contacts may no longer be necessary and you will want to remove them from your contact list.

To delete a contact

1.	Select the contact you would like to delete

2.	Click the 'Delete' button in the navigation bar

3.	WorldClient will ask you to confirm whether or not you want to delete the contact. Select "Yes" if you want to delete the contact or "No" if you don't want to delete the contact.

1.	Right Click on the contact you want to delete.

2.	Select Delete from the context menu.

3.	WorldClient will ask you to confirm whether or not you want to delete the contact. Select "Yes" if you want to delete the contact or "No" if you don't want to delete the contact.

Sorting Contacts

The WorldClient address book is sortable by clicking on the 'Sort by' button in the navigation bar. When you click this button a drop down menu will be presented for you to choose name, email or comment as the field that the contacts will be sorted by. If you want to sort in the reverse direction you can choose the same field and the contacts will be sorted in the other direction.

Searching for Contacts

You can search for contacts by clicking the search icon in the navigation bar. When you click this button the search area will be shown to you and you will be able to type in part of a name or email address that you are looking for and WorldClient will filter the contacts only returning contacts that have the text that you typed into the search area.