Contacts quick reference
This quick reference includes a screen image explaining
the basics in Contacts, as well as tables listing other commonly-used
tasks and shortcuts.
Task | Action |
---|---|
Open Contacts |
Click (Notes Basic client users: To open Contacts, click this icon in the Bookmark bar: ). |
Search for a name in the My Contacts view |
Type the first few letters of a contact or group name. |
Task | Action |
---|---|
Add a contact |
|
Move a contact from Recent Contacts to My Contacts |
|
Add a picture for a contact |
While adding or editing a contact, click . Note: The recommended size in pixels is 85w x 74h. Any image
you import is automatically resized to these specifications. |
Choose the primary email, address, or phone number for a contact |
The primary email, address, or phone number is the one that appears when you print contacts or view your Contacts as business cards.
|
Add more phone numbers for a contact |
While adding or editing a contact, click the Phone Numbers link. To change a phone number label, select a new one from the list, or highlight the existing label and then type a new one. |
Add a birthday or anniversary |
While adding or editing a contact, click the Other Information link. |
Add custom fields to a contact |
While adding or editing a contact, click the Other Information link. Edit any of the custom fields at the bottom of the dialog box. |
Task | Action |
---|---|
Create a group from existing contacts |
Open Contacts, and then select the names you want in the group. Click . |
Sort group members alphabetically |
|
Task | Action |
---|---|
Change the address format for business cards, previewing, and printing |
|
Set how long to keep items in the Trash before deleting them permanently |
|
Select how you want names display in your Contacts (First Name, Last Name or Last Name, First Name) |
|
Set the format for contact names with three parts, such as George De Marco |
If you add a contact whose name has three
parts, such as George De Marco, a Name Helper displays so that you
can specify To suppress the Name Helper and always accept the default, click Contacts. Select Always accept the default name assignment when adding contacts. (Notes Basic client users: Open Contacts, and then click ; Macintosh OS X users: Click ), and then clickIf the default is incorrect for a contact, open the contact, and click the Contact Name link to correct it. |
Task | For Windows | For Macintosh |
---|---|---|
Open Contacts Note: To enable this shortcut,
click . |
Ctrl+3 | Ctrl+3 |
Open selected contact | Enter | Enter |
Close selected contact or view | Esc | Esc |
Get help for the current feature | F1 | Help or Command + ? |
Enlarge selected text to the next point size | F2 | N/A |
Reduce selected text to the next point size | Shift + F2 | N/A |
Undo last action | Ctrl + Z | Command + Z |
See a list of available shortcuts | Ctrl+ Shift + L | Ctrl+ Shift + L |