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help.ui
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<?xml version="1.0" encoding="UTF-8"?>
<ui version="4.0">
<class>Help</class>
<widget class="QDialog" name="Help">
<property name="geometry">
<rect>
<x>0</x>
<y>0</y>
<width>907</width>
<height>474</height>
</rect>
</property>
<property name="windowTitle">
<string>Contact Manager Help</string>
</property>
<property name="windowIcon">
<iconset>
<normaloff>icon-image.png</normaloff>icon-image.png</iconset>
</property>
<property name="accessibleName">
<string>Contact Manager Help</string>
</property>
<property name="accessibleDescription">
<string>Contact Manager Help</string>
</property>
<layout class="QHBoxLayout" name="horizontalLayout">
<item>
<widget class="SafeTextEdit" name="helpText">
<property name="accessibleName">
<string>Easy Notepad Help</string>
</property>
<property name="tabChangesFocus">
<bool>true</bool>
</property>
<property name="plainText">
<string>>> 1. COMMON SHORTCUTS
Control-F - Find in Current Page (F3 - Find Next)
Control-G - Find Global (all Contacts)
Control-J - Open Journal for Contact in Easy Notepad
Control-L - Open To-Do List for Contact
Control-Shift-L - Open My To-Do List
Control-M - Send Email to Contact
Control-N - Create New Appointment for Contact
Control-Shift-N - Create New Appointment for Me
Control-O - Open / Create Contact
Control-Shift-O - Open My Contact
Control-S - Save Current Contact
Control-T - Goto Today (in Calendar)
F9 - Google Sync
Alt-O - Goto Overview Tab
Alt-C - Goto Calendar Tab
Alt-L - Goto ToDo List Tab
Alt-D - Goto Contact Details Edit Tab (if Enabled with Alt-E, D)
Alt-Y - Goto History Tab
>> 2. LAYOUT
Contact Manager is an application with a menu across the top, and below it,
a set of tabs, each containing different information.
You can access the menus, the tabs, and some shortcuts within the tabs with
the ALT key. You will also find that the shortcuts mentioned in the previous
section can also be found on the menus. Note that not all menu options and
tabs are available in all scenarios (for example, if no contact is open, the
Contact Details tab is disabled).
>> 2.1. MENUS AND TABS
Menus: File (Alt-F); Search (Alt-S); Goto (Alt-G); Edit (Alt-E);
Tools (Alt-T)
Tabs: Overview (Alt-O); Calendar (Alt-C); To-Do List (Alt-L); ...
Contact Details (Alt-D); History (Alt-Y)
>> 3. OPENING A CONTACT
There are three different ways to open a contact: File/Open, Searching, and
Selecting an Appointment:
>> 3.1. FILE/OPEN
Opening an existing Contact can be done with the open menu: Select Alt-F,O
or Control-O. Navigate the Open Menu with the up/down arrow keys. You can
also press the first letter of a surname to quick-skip.
>> 3.2. GLOBAL SEARCH
You can also use the Global Find to search for and open contacts: Select
Alt-S,G, or Control-G. Enter part of the name (this is not case sensitive,
and accented characters are not necessary), and press Enter. You will then
be presented with a list of matching records - use the up/down arrows to
navigate the list, and press Enter to open the contact.
>> 3.3. APPOINTMENTS
Finally you can also open a contact by selecting a calendar entry for that
contact, and pressing Enter.
>> 4. CREATING AND EDITING CONTACTS
>> 4.1. OPENING / EDITING
To Create a New Contact, Select File/Open (Control-O), and navigate to the
top of the list, or press minus to jump straight to the '-- create contact --'
entry. Press Enter, and you will be taken to a blank Contact Details Tab.
If you open an existing contact, the Contact Details Tab is disabled for
safety - you can enable editing with Alt-E,D (Edit Details), which will enable
the tab, and move the cursor to the first field.
>> 4.2. NAVIGATING THE EDIT FORM
The Edit form is a set of information entry boxes. The form is laid out this
way to force details to be entered in a prescribed format - this helps when
synchronising with email applications, mobile phones, and with automated
functions such as email and text message reminders.
The tab key can be used to switch between the entry boxes, in addtion, the
form is organised into sections - the cursor can be moved from section to
section with Alt-navigation keys: Alt-N, Alt-M, Alt-A, Alt-P
>> 4.2.1. NAMES (Alt-N)
Name: This is the first name (or names of the contact)
Surname: This is the contact's surname
Organisation: This is the contact's business name
Type: This is a series of tick boxes - select one or more for the contact.
For contacts that are not currently needed, they can be hidden,
rather than deleted. These contacts won't sync with mobile
phones, or appear in the open menu, but they will appear
(in brackets) at the bottom of any Global Search (Control-G).
>> 4.2.2. EMAIL (Alt-M)
Email: The contact's email address
Alt-Email: The contact's second email addess
Web Site: The contact's web site
>> 4.2.3. ADDRESS (Alt-A)
It is recommended that the address is formatted neatly, as it would appear on
an envelope, without commas or full-stops at the end of each line.
Address: The contact's first address
2nd Address: The contact's second address
>> 4.2.4. PHONE (Alt-P)
Phone numbers are stored in the +nn international format, but are automatically
formatted when the form is saved. You can press Control-S to save as you edit
to see / check the format of the phone numbers.
Home: Home telephone number
Work: Work telephone number
Mobile: Mobile telephone number
Other: The name of another phone number, plus the number
VOIP / Skype: VOIP or Skype address
>> 4.2.5. BIRTHDAY, COMMENTS AND OPTIONS
Birthday: This is the contact's birthday. You can edit it with the
up/down arrow keys, or type the date in numbers. Note that
you don't need to enter the year, but if you do, it is the year
expressed as 4 digits. If you want to remove the year, press
minus. e.g. Entering 15091969 will result in the field being
set to 15/Sep/1969. Pressing minus when editing the year will
result in 15/Sep/----.
Comment: This is a free-text comment field, that is saved in the contact
record, and is accessible through any synchronised mobile phone.
This is for any additional information, such as RIBs. Note: Do
not enter any passwords in this field.
Confirm SMS: Enables SMS being sent for appointment reminders.
Confirm Email:Enables Emails being sent for appointment reminders.
>> 5. MANAGING APPOINTMENTS
By default, Contact Manager shows the Calendar Tab (Alt-C). Appointments are
stored in a list, and the previous 3 months, and next year are available.
You can navigate through the appointments with the up and down arrow keys, or
jump straight to today with Control-T.
If you have a contact opened, you can create a new appointment with Control-N,
or you can create a new appointment for yourself with Control-Shift-N.
You can also create an appointment following the currently selected one with
Control-I, or one for yourself with Control-Shift-I.
You can update update an appointment with Control-U, or remove it with
Control-R.
>> 5.1. THE APPOINTMENT FORM
The form is laid out with four fields:
For: The contact the appointment is for
Summary: A one-line of the appointment
From: The start date /time of the appointment, and the duration
To: The end date / time of the appointment
Description: A multi-line description of the appointment
The From and To edits work in much the same way as the Birthday field in the
Contact Details - you can navigate with the arrow keys, or type in dates
(and times) numerically. The duration (in brackets) can be changed with
the up/down arrow keys - if you want a duration other than those offered,
you wll have to modify the To field. The From and To fields are linked, and
adjusting one affects the other - normally, you will only need to edit the
From field.
When you are happy with the appointment, you can press enter to save, or
escape to cancel. Contact manager will check for clashes before saving,
and offer you the opportunity to change / update.
>> 6. TOOLS
>> 6.1. TRANSACTIONS
When a contact is opened, transaction entries can be made in the log. Press
Control+ to add income from the contact, and Control- to add an expense to
the contact.
You can get a transaction report for the year with Alt-T,R.
>> 6.2. EMAILING
You can launch your favorite mail program with an email readied for the current
contact with Control-M
>> 7. SYNCHRONISING
>> 7.1. SYNCHRONISING AND CONFLICT MANAGEMENT
Pressing F9 causes the contact details and appointments to be synchronised
with Google. Any phones or email packages that also synchronise with
he same account will be updated.
Contact Manager can be set to be the master, in cases of conflict - this is
the recommended setting, and means that any erroneous modifications made using
other devices will be repaired through a contact manager synchronisaiton.
This does mean that edits made on other devices will be lost, however, new
contacts and appointments made on remote devices will automatically be added.
Alternatively, Google can be set to be the master. Any modifications made are
recorded in the History for the appropriate contact, and can be found on the
History tab (Alt-Y).
>> 8. CONFIGURATION
Configuration is stored ContactManager.ini file, which is located in either:
$HOME/ContactManager
$HOME/TrumptonApps
Same Directory as ContactManager.exe
Additional Configuration is stored in the registry, and this is managed with File/Settings
The ini file is split into a number of sections:
general - General configuration
database - Location of the database files
journal - Path to the journal files, and EasyNotepad command
google - Google synchronisation options
phone - Local and country dialling codes
sms - Access code for Clockwork SMS
email - Email configuration for sending reminder messages, plus launching email application
message - Email and SMS message files
The ini file supports a number of variables
$HOME - The user's home directory
$DIRAPPLICATION - Path to the application directory
$INI - Path to the folder where the INI file was loaded from
$CONFIG - $HOME/TrumptonApps
$TO - To email address (when sending an email - Control-M)
$NAME - Recipient email name (when sending an email - Control-M)
>> 8.1. EXAMPLE
[general]
codec=UTF-8
[database]
path="$CONFIG/ContactManager"
[journal]
path="$CONFIG/EasyNotepad/Massage Clients"
easynotepadexe="$DIRAPPLICATION/EasyNotepad.exe"
[google]
priority=ask
debug=yes
[phone]
localcode=01480
countrycode=0044
[sms-reminder]
agent=clockwork
username=
[email-reminder]
server=smtp.gmail.com
port=465
[email]
command="\"C:\\Program Files (x86)\\Mozilla Thunderbird\\thunderbird.exe\" -compose \"subject='Message to $NAME',to='$TO'\" "
[message]
emailconfirmation="$INI/emailconfirmation.msg"
emailupdate="$INI/emailupdate.msg"
emaildelete="$INI/emaildelete.msg"
emailreminder="$INI/emailreminder.msg"
smsconfirmation="$INI/emailconfirmation.msg"
smsupdate="$INI/smsupdate.msg"
smsdelete="$INI/smsdelete.msg"
smsreminder="$INI/smsreminder.msg"
</string>
</property>
<property name="textInteractionFlags">
<set>Qt::TextSelectableByKeyboard|Qt::TextSelectableByMouse</set>
</property>
</widget>
</item>
</layout>
</widget>
<customwidgets>
<customwidget>
<class>SafeTextEdit</class>
<extends>QPlainTextEdit</extends>
<header>../Lib/safetextedit.h</header>
</customwidget>
</customwidgets>
<tabstops>
<tabstop>helpText</tabstop>
</tabstops>
<resources/>
<connections/>
</ui>