3Deearts design
3DeeArts Calendar Version 3.0
User Guide
3DeeArts calendar version 3.0 Documentation
User Guide
ã 3DeeArts Design
Email: sales@3deearts.com
Date:
2003-11-16
Table of Contents
Additions and changes in version 3.0:
How do category
restrictions work?
Version 3.0 is finally here!
Thank
you very much for purchasing our product.
It has taken many hundreds of hours of work to bring this release to
you, and we hope you can have as much enjoyment using it as we did building it.
Thanks to all our friends, colleagues and customers for their help and
feedback. We encourage users of this and
other 3DeeArts products to send in feedback and feature requests so we can
improve and add to our software for future updates.
·
New look.
·
Added Events List.
·
Import and Export in the address
book.
·
Many new administration
functions.
·
New options including code entry
in the add event form.
·
Remind Me links for each event.
·
New event view layout.
·
Event icons.
·
Add code and smiley faces to
your event description.
·
Category colors.
·
Admin user groups.
·
Address book groups.
and many many more..
Calendar Events
The
3DeeArts Calendar allows you to view events in many ways. At any time you can choose between and switch
to and from the different views of, day, week, month, year and events list.
When
any user signs in, a short greeting will be displayed on their default
calendar view with the current date and time.
|
After
a user signs in, there is a menu at the top of the screen made up of two rows
of options. This menu is at the top of
almost every screen of the calendar. It
can navigate to the main functions of the calendar and is different depending
on what access permissions a user has.
For all registered non-administrator users, the menu will contain; Signout,
Search, Member List, My Profile, and Help on the top row and on the bottom row
are Address Book, Calendar Home, and Print.
Admin users will have an extra menu option called Admin in the top row
with access to administration functions.
The
menu at the top of the screen can take you anywhere from any calendar page. Signout
will end your current session and reset your browsers’ cookie, taking you back
to the sign in page. Search will take you to the advanced
search page to search your calendar for events.
Member List will display the
members list page that lists every member that is currently registered in your
calendar along with some of their details.
My Profile will take you to
your personal options page were you can edit your personal settings and user
profile information. Every registered
user has personal options, which can be set and saved so they are the same
every time they sign in. Admin (which only displays for admin level
users) will take you to the administration options and settings, where
administrators can manage the calendar, register users, change user
permissions, delete users, manage categories, email members, edit news, backup
and import, setup groups, change styles and colors and change key calendar
settings. Help will display the standard pop up help window with help
information about the calendar for every user.
On the bottom row there are (depending where you are) usually three
different options. The first is the
calendar Address Book. This is where you can manage both public and
private contacts and contact groups in an easy to view layout. Calendar
Home will return you to your default calendar view if you are somewhere you
don’t want to be, or just want to quickly jump back to the calendar. If you are in one of the main calendar views
or the event view, the Print link
will be available. Clicking the Print
link displays your view in an easy to print layout and opens a print dialog
box.
8 |
Almost
every page of your calendar can contain a standard logo and a standard
footer. It is possible to turn the logo
off but not the footer. The logo can be
any image you choose on any web server, that is about fifty pixels in height
and about two hundred pixels in width.
The logo URL can be set in the admin calendar settings page. The standard footer will appear at the bottom
of every page, and may be set in the admin calendar settings page also.
Navigating
the four main calendar views is easy and fast.
Using a combination of these views is the best way to look at the
calendar events. Each view contains
similar elements. Underneath the main
menu and logo (if present) will be another navigation bar. This bar has two levels. The top has day, week, month, year and events
list links, to the corresponding day view, week view, month view, year view and
events list view. If no date is
specified these links will default to the current calendar date. Eg. Clicking the month link, will take you to
the calendar month view for the current month and year. The bottom level of the navigation bar will
contain date information for the day, week, month and or year being viewed, and
a pull down list to change the current category your are viewing. There
is more on categories in the adding an event section of this guide. Also beside the category choice drop-down
list is a link named “Category” which will open a side window showing you the
font colors that correspond to each category if set. This will let you pick out which event is in
which category more easily. On each side
of the date information are forward and backward arrows. These arrows are used to go forward and
backward one calendar page at a time.
Eg. In the month view clicking
the forward arrow will take you to the next month. The month view also has a link to “today is…”
that will take you directly to the day view for the current date.
The calendar day view displays a
tabular view of a particular day. This
makes it very easy to schedule events for any day, as you can see where each
event falls, between which hours of the day and if any events are overlapping
or start at the same time. This table is
split into hourly increments. Each empty
hour box may be replaced by an event if one is scheduled for that time. On the left hand side is a vertical
navigation bar, containing a mini-month view, a quick search box and a news
fader if these options are selected.
Each day number in the mini-calendar is a quick link to a day of the
month. The navigation arrows for the
mini-calendar will go forward or backwards one month at a time. Under the quick search box is a link to the
advanced search page, which is also accessible using the menu at the top of the
page.
The hour table is ascending from
top to bottom. You may set the hour
values to either 24 hour or 12 hour time under your user options. If a user has write access permissions, the
text for each hour becomes an add event link that will not only take the user
to the add event form page, but automatically set the start time for the event
to that hour value. The hour table
displays a lot of information when there are events present. The table is split into two columns. The left column will display incremented hour
rows. In the right column, the event to
and from time will be displayed along with the subject and the color will be
shaded in to denote how much time the event takes up. Overlapping events will span multiple
columns. Write users will also have
delete and edit links for the event. The
subject of the event is a link to the event view for that event, the delete
link is a link to the delete confirmation screen to delete the event, and the
edit link will take users to the event edit form page if they have the correct
permissions to edit that event.
Certain icons will be displayed if
certain event conditions apply. If an
event is high priority, a double hat, high priority symbol will be
displayed. If an event is low priority a
low priority icon will be displayed. If
an event is an all day event then the All Day Event icon will be displayed
along with the words “All Day Event” instead of an event time. To be announced events and events with no
specific time will also have icons to distinguish them. If an event is private then a person icon
will be displayed next to the event time.
If the conflict checker is turned on and there are two or more events
with the same or overlapping times, the conflict checker will highlight these
events in red. It will also flag them
with the word (conflict) in red to the left of the event title/subject.
The week view gives an in between
look at your events that is different from both the month view and day
view. It makes it quite useful to plan
your week ahead. With the week view you
get a look at a seven day list of events.
If one or more events falls on one of the seven days the typical event
information including event time and title is displayed. If the user has write or admin permissions
then the delete and edit event links are displayed and by each day number an
add event link is shown. Clicking on any
event subject will take you to the event view for that event and clicking on
any day link will take you to the day view for that day. Of course there is the standard
mini-calendar, quick search box and news fader as in every calendar view. What’s great about the week view is that the
conflict checker becomes very useful here to see if and where events that are
present in more then one day can overlap.
It will flag conflicts for any overlapping event throughout the whole
week. The day view does this as well but
it’s not as easy to see by going back and forth from each single day.
The
calendar month view, when there events present, contains a lot of useful
information. By itself the month view
displays the month in a standard calendar format, with days of the week from
Sunday to Saturday. Each day number is a
link to the day view for that specific day, and for users with write
permissions the ‘add’ link takes you directly to the add event form. To the left of each left most day of each
week is a link to jump to that week’s week view. If there is an event for a certain day, the
event start time will be displayed on the left side of the day box, and the
event subject will be displayed on the right.
If there is more than one event, then the events will be displayed in
order of time. If an event subject is
greater than a set number of characters, (Eg. 30) then the subject will be
shortened to a certain length depending on what the setting is in the admin
calendar settings page. This is to
prevent long subjects from taking up too much space. Clicking on any event subject will take you
directly to the event view for that event, with all of the event
information. If an event is an all day
event, then instead of a start time, an all day event icon will be
displayed. This makes it easy to
distinguish all day events form other events.
Private events will have the private event symbol next to the event time
so now you can easily see which events are public and private right from the
month view. The current calendar date
will be highlighted if it falls in the month you are viewing. On the left hand side is a vertical
navigation bar, containing a mini-year view, a quick search box, and a news
fader. Each month in the mini-year is a
quick link to that month. The navigation
arrows for the mini-calendar will go forward or backwards a whole year at a
time. Under the quick search box is a
link to the advanced search page, which is also accessible using the menu at
the top of the page.
The
calendar year view displays mini-month calendars for every month of the
year. Using the year view is great for
planning ahead. It’s easy to see where
certain dates fall, on what day of the week and how they relate to other
months. On the left side is a vertical
navigation bar with a year selector, a quick search box and a news fader. Under the quick search box is a link to the
advanced search page, which is also accessible using the menu at the top of the
page. Using the year selector you can
jump back and forth years at a time. The
mini-year calendar arrows allow you to move forward and backward one year at a
time.
Each
month in the year is displayed in a tabular format, with the month name and a
mini-month calendar for each month. Each
month name is a link to the calendar month view for that particular month. If the current date falls somewhere in the
year you are currently viewing, the current date will be highlighted. If one or more events are present on any day
in the whole year, the day number will be displayed in bold with a link to that
day. This makes it easy to see where
events lie throughout the entire year and gives you easy access to them.
The
calendar events list enables users to have an “all-in-one” view of the calendar
not related to any specific time. Events
are listed within three different options, All, Future and Past. They are fairly self-explanatory. All means that every accessible calendar
event is displayed. Future means that
only events that happen after the current date and hour will be displayed and
Past means that all events coming before the current date and hour will only be
displayed. Events are listed in a page
by page layout. Standard functions of
Edit and Delete are available if permissions are set and also sort functions
are available to be able to sort events by Date, Event subject and Category if
selected.
Each
event posted to the calendar has an event view.
This view is where every piece of information about that event is
displayed, from date and time and category, location, notes and ‘posted by’
information. If users have write access
permissions then ‘Delete Event’ and ‘Edit Event’ buttons will be available.
To
access the event view for an event, click on the event subject displayed in any
of the calendar views. Also in the event
view the time the event was added and/or modified is displayed in the top right
corner. This makes it easy to see if and
when event information was changed.
Clicking on the user name of the poster of the event will now bring up
that member’s user profile. The profile
contains all the contact information for that user so it’s easy to get hold of
that user to ask questions. If there is
a web site attached to the event then the links near the bottom will bring up
pop-up windows for the web site. The
event view can also be printed by clicking the “Print link in the calendar
menu.
New
to the event view is the “Send me a reminder” link. Clicking this link will add your registered
email address to the reminder list and you will receive a reminder for that
event. This option is available for any
calendar event you have access to.
Adding, Editing and Deleting Events
To
add, edit or delete events in your calendar you will need to be signed in and
have ‘write’, ‘moderator’ or ‘admin’ access permissions. Users with ‘public’ or ‘read’ permissions cannot
work with events.
You
can add events to the calendar from the day view, week view, month view and the
events list view. On the month view
click the “Add” link to go to the add event form page. On the day view, week view or events list
view click the “Add Event” button or an hour interval time in the hour table on
the day view. (Clicking a time
automatically sets that time in the add event form) When adding an event, the date will be
automatically set to the current date you were viewing when you changed to the
add event form. The add event form contains the
following fields:
·
Subject: Type in the subject of the event in the text
box. The subject is required!
·
Date and Time: Choose a date form the drop down lists. (By default the active date will be the date
you clicked on or were last at in the calendar.) Next choose a start time using the drop down
lists, or choose the circle select button to the left of “All Day Event” if
your event is an all day event, “To be announced” if the time is not yet set
for the event or “No specified time” if the event takes place that day but has
no specific start time or duration. (eg.
A list of tasks to complete) If
your event has a duration, choose an hour and minute duration using the drop
down lists. (By default the duration
will be set to one hour but this can be set to any length you want up to 23
hours and 45 minutes.)
·
Event Priority: Choose one of the circle select buttons for
high, normal or low priority events.
(High Priority events will be marked with the high priority icon and a text message saying “(High
Priority)” in the event view and Low Priority events with a low priority icon
.)
·
Description/Notes/Info: Enter whatever description or messages are
needed for the event. You may enter code
into this box. (more info on available
code below) Code is entered by clicking the code buttons surrounding the
Description text box. Also face icons
can be inserted to give your post more expression. The notes box has no size limit, so you may
post any amount of information for the event which is good for long event
descriptions or write-ups. Importing
address information from the address book is easy as well by clicking the
“Import Address” button. This will allow
you to select any available address for entry into the Description text box.
·
Event Icon: Selecting
an icon to add with your event is easy and allows it to be noticed as a certain
type of event in a single glance. Choose
an icon from the drop-down list and it will be displayed beside the list for a
preview.
·
Category: Choose a category from the drop-down list if
this applies to your event. Categories
are good to make events more specific when viewing them in the calendar
views. (Eg. Viewing meetings will
display only meeting type events in the calendar views.)
·
Event Sharing: Select either the private or public circle
select button to make your event private (Only viewable by you) or public
(Viewable by everyone, even public users.)
·
Location details: Enter a location for the event in the text
box, if applicable.
·
Phone: Enter a phone number in the text box, if
applicable.
·
Event website: Enter a web site URL to view for the event in
the text box, if applicable.
If
the event is repeating, (Eg. every
Monday etc) then make the correct selection from the drop-down lists. Next specify until when the event should
repeat. The “until” date will be set to
be the current viewing date by default but you must change it to reflect your
event. Once your event is posted, an
event with the same subject, time etc. will be posted for each date you
chose. When editing repeating events,
all the repeating information for the event will be saved and is editable by
changing the drop down lists. So, if you
make a mistake, you can go back and change it.
When editing single events you may make them repeat by selecting it in
the drop-down lists, but a repeating event cannot be changed back to a
non-repeating event.
If
you would like to remind someone of an event, enter a valid email address or
addresses separated by commas. Then
select when you would like to remind them using the drop down lists. Each address in the list will be sent a
notification email with all the event information included if the “Also send
notification..” box is selected and a reminder when it is time to remind
them. (Note: To use event reminders the
administrator must have the option “allow reminders” turned on.) if you’re unsure of the email address you’d
like to send the reminder to, you can always look it up in your address book by
clicking the ‘Address Book’ button. This
will bring up a pop-up window where you can select any number of
addresses. Once you select them using
the select boxes and then click the select button, these entries will be
automatically input into your reminder’s “email” text box, and correctly
formatted. It will also make sure there
are no duplicate addresses. You can also
add contact groups into this box so you do not have to enter each address
manually if they are in a group all you need to enter is the group name into
your reminder’s “email” text box.
Click
the “Save” button to submit the event, or “Cancel” to return to
the previously viewed calendar page.
To
edit or delete an existing event the user must have at least “write” access permissions
and must also own the event, if the user has only ‘write” access. (This does not apply to “admin” users who can
edit and delete any events) If you did
originally post the event and do not have the rights to edit it, you will not
be allowed access to the edit event form page.
To edit or delete any event from the day view, click the edit or delete
links beside each event subject. Also
users can edit and delete events from the event view page by clicking the
‘Delete Event’ and ‘Edit Event’ buttons.
Editing
or deleting a single event is different from editing or deleting a repeating
event. To edit a single event click the
edit link, or Edit Event button and then modify the appropriate fields. (Field
descriptions are found under “Adding an Event” above) Then choose “Save” and your changes will be
saved to the database, or choose cancel and your changes will be
discarded. To delete a single event
click the delete link or the Delete Event button and a confirmation screen will
appear asking “Are you sure you want to delete the event …?” By click “Yes” you
agree to delete the event and then the event will be erased. If you’re editing a single event and would
like to make it a repeating event, then simply change the drop down lists in the
repeating event section and when saved, the event will be change to a repeating
event.
Editing
or deleting a repeating event has one extra step. To edit a repeating event click on the edit
link or Edit Event button and then modify the appropriate fields. (Descriptions found under “Adding an Event”
above) Then you must choose whether the changes apply to all the events in the
repeating sequence or whether they apply to just the event you are looking
at. If you choose “all” then whatever
new repeating sequence and new event information you have input will be saved
for this event. If you choose “only this
event” then you may edit any field as normal and only the currently selected
event in the sequence will be edited. To
delete a repeating event click the delete link or the Delete Event button and a
confirmation screen will be displayed.
Here you must choose using the circle select buttons whether the changes
apply to “all” the events in the repeating event sequence or only the event you
were looking at. If you choose “all”
then every event in the repeating sequence will be erased. If you choose “only this event” only the
current event in the sequence will be erased and all the others will
remain.
Categories Explained
The
idea behind having calendar categories is to help narrow down the list of
events you see in any calendar view that lists events. There can be any number of categories listed
that will be groups of events. The
categories themselves are separate from the events but they are linked when you
choose to associate a particular category with an event you are posting. For example if you post an event and choose
to associate it with (put it in) a category then this event becomes linked to
that category. It will still display
just like always but it will now be linked to a specific category and can be
viewed with other events in the same category.
If you only wanted to display events associated with this category then
you could select only that category to display using the category select lists
on each main calendar view. Then all
other non-associated events would be removed from your view and you would only
see events linked to the category you chose.
Any events that were not set to a category when posted and marked
“unspecified” will only be displayed when the option “All” is selected from the
category select lists on each main calendar view.
Along
with the ability to categorize events is the ability to restrict each category
to only be viewable by certain users.
This creates a very powerful group-based scheduling tool. Administrators can add restrictions to
categories (as well as edit and add or delete categories) in the admin section
of the program. For example, if an
administrator chooses to restrict posting in a certain category to only two
specific users that were chosen, then the administrator would select those
users when editing the category restrictions and only these two users would
have the ability to view events linked to the category that was
restricted. The same goes for
restricting posting abilities. Using
this powerful tool, administrators can set restrictions for any category and
separate the restrictions for either posting events or viewing events or both. With restrictions, only those users that are
specifically given access are allowed to view those events in that category and
all other users cannot view them.
Permissions Explained
There
are five permission levels for users using the calendar. The four main levels are “read”, “write”,
“moderator” and “admin”. There are also
“public” users which include the group of all non-registered calendar
users. Public users are not considered
part of the calendar and have the most limited access to the calendar’s
functions. Public users cannot post
events or contacts to the calendar and are limited entirely to only viewing
existing information contained in the calendar.
Because the shared calendar portion of the settings can be turned on and
off, the public users are not part of the main group of permissions.
The
four main levels “read”, “write”, “moderator” and “admin”, define what a
certain user can do and what functions they have access to. Read only users cannot post events or edit
and delete events. Read only user can
post contacts, but they must be private only.
Read users have access to user options, but they are slightly limited in
that options relating to posting events are disabled or remain
non-functional. Write enabled users have
more access to the functionality of the calendar. Write users can post events as they choose,
but the way they edit and delete events is limited. Write users can only edit or delete events
that the own (they posted themselves) and cannot edit events posted by other
users. This keeps the integrity of the
information intact, so one user cannot tamper with another’s posted
information. Write users have full access
to the address book and user options etc.
Moderators have access to any calendar event (except other user’s
private events) and can make changes to any event they have access to. This allows moderators to moderate the
calendar and keep any possible misuse in check.
The last and highest level of user is an admin user. Administrators have full access to any
function of the calendar and are not limited in posting or editing of any
events, contacts etc. Admin users can
also change any calendar settings and functionality available in the admin
section of the calendar giving them full access to changing any part of the
calendar they wish. Because of the power
and administrator has it is best to choose only one or a few selected people to
be administrators so as to keep the calendar manageable and under control. Administrators still do not have any access
to other user’s private events or private contacts. Private means private!
Menu Functions
The Signout link will sign you out of the current calendar
session and delete your browser cookie.
To access the calendar after signing out, you will need to enter your
User ID and Password to sign in again from the sign in screen. Signing out is definitely recommended every
time you end a calendar session to protect your information and your
integrity. If people tamper with your
account other users of the calendar might hold you responsible for their
actions.
Enter
a keyword to search for events on the calendar.
Enter start and end dates to narrow your search, the default being
today’s date. Choose a category, and
search in subject, notes, or location, or all to narrow your search even
further. Boolean matching means, you can
choose to search for all the keywords in the list, if there is more than one,
or you can search for any of the keywords in the list. The search results list displayed will span
more than one page depending on how many results you get and what the current
calendar settings are. In the results
view, clicking on the event subject will take you to the event view for that
event and clicking the day link will take you to the day view for that
day.
The members list is a handy new feature that allows you to
quickly get information on every registered member using the calendar. The list will sort users depending on what
sort option you choose by clicking the word link at the top of each
column. So, you can sort users by last
name, first name, user ID, permission or email addresses. You may search for members by entering a user
name or partial name into the search box and clicking “Search”. Also in the members list the number of event
posts a user has made is displayed so you can know how much each user is
posting on the calendar. Administrators
will be tagged in the members list by an admin icon and moderators with a
moderator icon. This makes it easy to
see who an administrator or moderator is to get contact information for
them. Clicking on each users’ User ID
will bring up their user profile. The
profile contains some more useful information about each user including their
full name, the date and time they registered, the date and time of their last
log in, demographic info, and a web site if they have input one.
All
registered users have the ability to change their user options. These options include; User Profile, Calendar
Preferences, Reminder Preferences, and Personal Settings. All of these options can be accessed and
changed through the My Profile form:
·
First Name: Change your displayed first name you entered when
you registered.
·
Last Name: Change your displayed last name you entered when you
registered.
·
Email address: Change your contact email address,
if your email address should change. It
is very important to have a valid, working email address for contact purposes.
·
Website Name: For profile information you can optionally enter a personal web site for
users to look at. Enter the name of your
site here.
·
Website URL: Enter your website’s URL here.
·
Location: If you wish other users to know what part of the world you’re from, enter
your demographic information here and then when they look at your profile they
will see it displayed there.
·
Change password: In order to change your current password you must enter the correct
information in all three password boxes.
The first is your current password, next your new password and lastly
confirm your new password to prevent typing errors. Only if all three boxes are completed
correctly will your password be changed.
Leaving them blank will leave your password unchanged.
·
Hours shown on day view: Set the “to” and “from” hours
shown on the day view. This can shrink
or expand the default amount of information on the day view page. If an event falls before the “from” time or
after the “to” time the table will automatically expand to fit the events.
·
Default calendar view: Choose from automatically viewing
the Day, Week, Moth, Year and Events List views when you sign in to the
calendar. Clicking the main “Calendar
Home” link in the menu will also take you back to your default calendar view.
·
Default event privacy: Choose between posting public
events or private events by default. Of
course a user may change this option when posting an event at any time, but
this is useful if you choose to post many events with the same option. This option is not available to users who do
not have write permission.
·
Results shown per page:
Select how many results per page will be displayed
when searching events, in the events list view and the address book.
·
Time format: Choose between showing all times on the calendar as
12 hour or 24 hour. This applies to
every time on the calendar except the “to” and “from” times on the options page
and times in emails sent by the calendar.
·
Use daylight savings time:
Select “yes” to turn daylight savings time on if it
is applicable in your area.
·
Time zone: Choose your time zone setting by selecting your time zone from the drop
down list. This will affect what time
and current day settings you see in all the calendar views. By default the calendar time zone is set by
the administrator and every user’s time zone will be set to the default unless
explicitly changed by the user.
·
Week view starts on:
Choose the start day for the days displayed on the
week view. You can choose any day of the
week or even the current day you are viewing as the start day. Eg. If
Sunday is your start day, then no matter what week you’re viewing it will
always start on a Sunday.
·
Show weekends on month view: Selecting “Do not show
weekends” will show a month view with no Saturday or Sunday and allowing more
room for events displayed in the week days.
·
Default reminder email addresses: Enter one or more email addresses to remind
every time you add, edit or delete an event.
Commas separate multiple email addresses. This will enter them into every new event,
but you must still select to “remind” if you wish to save these settings with
an event add.
·
Hide my email address from other members? If you want it so other
calendar members cannot see your email address when viewing the calendar,
select this check box. Only
administrators and yourself will be able to see this information.
·
My title / personal text (optional):
Setting a title or personal text message will
display them with every event you post letting people know your position
or displaying a unique message to other
users.
·
My profile photo (optional):
Enter a URL to an online photo if you wish to
display a photo of yourself or another image in your member profile. Keep it small, around 100 x 150 pixels at
most.
·
Display my profile photo with my posts:
If you want your profile photo to also be displayed
with your event posts select “yes” in this box.
·
My signature (optional): A signature is displayed under every event you post adding an extra piece
of information with your events that you do not wish to type in each time. Code may also be added to your signature to
add face icons and images etc. if available and turned on.
Click
Save to view the calendar with the options you chose. If they don’t suite you, you can change them
at any time.
Using
the print view, it is now easy to display certain calendar views in a way that
is printer friendly for black and white printers and removes a lot of the extra
unwanted information displayed on the page.
Under the views (day, week, month, year and events list) you may click the
menu’s print view link and a simplified version of your current view will be
displayed and also a print dialog box will open so you may select a printer and
layout. The print view is also
accessible from any event view, so you may print out event information for
later reference.
The
help link opens a straight forward help window.
This help window automatically resizes to fit your screen. It is a basic menu style list of help items
and sub menus to quickly look up answers to various questions you might have
about calendar functions and features.
The address book is great for personal and group use. The basic layout of the address book is a
list of contacts organized by first and last name, company, email address and
phone number. Each one of these columns
except the phone number can be sorted so you can easily find what you’re
looking for. Clicking the word links at
the top of each column will sort the rows.
At the top of the address book list is four areas of actions. In the top left corner is a search box. If you input any values you wish to search
for in this box the address book will narrow down the list of displayed
contacts to the ones containing your search terms. Just below this is a handy tool, the alphabetical
index. Here you can narrow down your
list to single letters of contacts.
Contacts are listed by the first letter of the last name of the contact. So if you select a certain letter then only
contacts with the first letter of the last name being the same as the letter you
chose will be displayed. In the top
right corner is a small drop down list to narrow down the displayed contacts by
public or private, so either only “public”, “private” or “all” contacts will be
displayed. Underneath the alphabetical
index is a row of buttons. The buttons
are “Add Contact”, “Add Group”, “Import/Export” and “Delete.” Clicking the add contact button will take you
to the add contact form. Selecting one
or more contacts using the select boxes, then click delete, will delete those
contacts from the address book. Clicking
add group will take you to the add contact group form and clicking
import/export will take you to the contact import and export form. Note:
Contacts will not be deleted if they do not belong to you. Only administrators and those users who
posted them may delete public contacts.
All other users may post and delete private contacts as they wish.
Adding contacts is easy and the list of options is fairly
straight forward. The ‘add’ and ‘edit’
contact form is split up into three sections; Contact, Home Address and
Business Address. Under the contact info
is a simple list of input options.
·
Title: You can select a contact’s title from the
drop down list. Mr., Mrs., Ms. etc.
·
First: Enter the contact’s first name. This
is required!
·
Middle: Optionally enter a contact’s middle name.
·
Last: Enter the contact’s
last name. This is required!
·
Notes: Anything not covered by our list of inputs
can be entered here, including birthday and other contact info etc.
·
Primary Location: Choose whether the home or business address
is the primary contact location.
·
Sharing: Post private or public contacts to the
address book. Read only users may only
post private contacts so this option will be replaced by a note saying (private
only).
·
Primary and secondary
email addresses: Enter up to two
main contact email addresses. One is
primary and one is secondary. The
primary address will be displayed in the address list.
·
Street Address: Enter a street address.
·
City: Enter a city.
·
Province/State: Enter a province or
state.
·
Postal Code/Zip: Enter a postal code.
·
Country/Region: Enter the contact’s country or region.
·
Web Page: Enter the URL for a web
site.
·
Phone, Fax and
·
Company Name: Enter the contact’s
company name if applicable.
·
Street Address: Enter the contact’s
company street address.
·
City: Enter the company’s
city.
·
Province/State: Enter the company’s
province or state.
·
Postal Code/Zip: Enter the company’s
postal code or zip code.
·
Country/Region: Enter the company’s
country or region.
·
Web Page: Enter the company’s web
site URL.
·
Job Title: Enter the contact’s job
title at the company/business.
·
Department: If applicable, enter the
contact’s company department.
·
Office: If applicable, enter the
contact’s office at the company/business.
·
Phone, Fax and
Pager: Enter a company phone,
fax and or pager number.
Editing Contacts is easy. Just click the edit icon next to the name of
the contact you wish to edit in the contact list. If you have the permissions to edit that
contact the contact form will be displayed with that contact’s information
input into it. Just edit the information
you want to add or edit and save the contact.
Contact groups are an easy way of grouping contacts
together. This can be done to organize a
list of contacts or to create a mailing list.
All groups are public and can therefore be edited by any registered user
with access to the address book. To add
a group click the “Add Group” button which will bring you to the add/edit group
form. Select one or more names in the
select list and click “Add” to add them to the group. Type in a group name in the ‘Name of Group’
box and click Save. Group names are
limited to single word names only and can only use letters and numbers. Groups are important because they allow an
address book that has many contacts to be managed more easily. A group could be created for a company for
example and each employee in the company could be added to the group. Then in the address book the employee group
could be selected to be able to see which contacts belong to that company
without having to search for them. Also
when adding an event in the calendar, a group name could be added to the
reminder list to send reminders to everyone in the company without having to
select them one-by-one.
With the ability to import and export contact information
you can now share your contacts among many programs. This powerful new option adds the next level
of functionality to the 3DeeArts Calendar program. Exporting contacts is a simple process. Click the “Import/Export” button then on the
bottom half of the Import/Export form select the destination program of the
file you are exporting. The three
choices are Microsoft Outlook, Palm Address Book and 3DeeArts Calendar
Backup. Each one of these files is
exported as a .csv (comma separated value) file. In any program that can import .csv files any
one of the files will work fine. The
difference is that import the Outlook formatted file into Outlook will be much
easier and require less work. Click the
“Export” button next to the file you chose and download it to your local
computer. Next open up the destination
program and select to import a comma separated value file. Map the fields correctly if necessary and
that’s it.
To import a file into the 3DeeArts Calendar requires a few
extra steps. First go to the source
program and export the appropriate contacts.
The file must be a .csv file and it must be comma separated. Next choose where it is coming from, whether
or not to ignore duplicates and how to share the imported contacts. Then click the browse button to find the file
to import on your local computer. Click
“Import” and you will be taken to the next step. The next step is field mapping. If the program cannot figure out for itself
how to map the imported fields, it will ask you to specify how to map the ones
it cannot figure out correctly. Select
how to map each field it asks for with the drop-down lists. If there is no mapping for a particular
field, you can simply leave it as “none” and then no information will be taken
into those fields from the source file.
Once the mapping is complete and you click “Yes” to accept it, the
contacts will be imported.
Additional Resources
For
installation tips or troubleshooting please visit the support and forum
sections of our web site at: http://www.3deearts.com
To contact us by email, please send
inquiries to: help@3deearts.com
Lead Programmer/Developer/Designer/Project Manager:
Darrell
Andersen
documentation and site design:
Darrell
Andersen
3deearts support staff:
Adam Steffanick
Darrell Andersen
additional Acknowledgements:
Thank you to all of the people who
helped and supported us during the development of this project. Thank you to current users of the 3DeeArts
Calendar for your support.