Overview
System Requirements
Installing
Upgrading
Getting Support
The User Interface
The Toolbar
Configuration
Address Book Management
Receipt Settings
Process Settings
Server administration
File Storage
File Storage Management
The Rules Engine
Rules Interface
Creating Rules
Removing Rules
Mail Types
Using Templates
Object Naming
Exporting & Importing Rules
Purging
Soft Purging
How to set up Purging
Manual Purging
Reporting
The Statistics Report
Summary File
Action Logs
Further Information
File Types
Automating Contact Manager
How Matching works
Automating Address Book         Management
Glossary
 

Address Book Management

The Files Pending pane is used to manage the source address books Contact Manager will be importing. Address books currently registered with the software are listed, along with the buttons to add and remove address books.

Address Book List

All registered address books files are presented in this list. Files are listed with:

  • Internal name
  • Date added
  • Number of entries in the file

Files can be added to this list either manually by using the Add File button, or by automatically reading the mail queue or file system.

When files are added they are renamed to ensure all files have a unique internal name. To view the original filename, hover the mouse over the new filename – the original name will be displayed in the mouse tool-tip.

There is no limit to the number of files that can be registered with the software at one time.

Add File

This button is used to select source address book files to register with Contact Manager. Clicking this button will open a Browse File dialog box. Browse to find address books files and double-click, or select and click OK, to choose a file. The file will be validated to ensure it is a recognised format, then renamed and copied to the local install folder. Only a copy of the file is made, the original file is retained. This file will then be presented in the Address Book List.

If the file is not a recognised address book format, a suitable message will be displayed.

If Contact Manager is configured to read from the mail queue, from the file system, or both, when clicking the Add File button it will first prompt to see whether these locations should be checked for address book files. Choosing Yes will force the software to check for files and process any it may find. The Browse File dialog box will not then be shown. Choosing No will display the normal Browse File dialog box.

Remove File

This button will remove the selected file from the Address Book List and de-register the file with the software.

Address books should only be removed by using this button.