My Contacts

The My Contacts list shows a list specific to the logged-in user. These might be contacts you added to Umbria or contacts synched from your Exchange or LinkedIn account. See User Settings for more information about synching contacts from external sources.

On the left side of the screen, you will see a list of Contact Groups. Select a group, and all the included contacts populate the list in the middle of the screen. You can then select an individual contact, and that contact's information populates on the right.

Working with Contact Groups

To edit a contact group:

1. Select the group in the Contact Groups list.
2. Click the Edit Contact button. An Edit window is displayed.
3. Make any necessary changes to the Name or Description and click Save.

To send an email to a contact group:

1. Select the group in the Contact Groups list.
2. Click the Send Email button. A blank message addressed to all group members opens in your default email program.

Working with Contacts

To add a new contact:

1. Click the Add Contact button at the top of the contact list. An Add New Contact window displays.
2. Type the contact’s information in the fields provided. If entering a phone number, use the first Phone field to specify the country code, and then type the area code, exchange, and local suffix in the second Phone field. Prosperoware recommends using the same format for all phone numbers entered in the system (e.g., ###-###-####).

   Note: When you select a Company, the company's primary address and phone number default in the Address and Phone section, but you can override them for this particular contact if applicable.

3. Click Save.

To send an email to a contact:

1. Select the contact in the list.
2. In the contact detail panel on the right side of the screen, click the Send email button. A blank message addressed to the contact opens in your default email program.

To add a contact to a group:

1. Select the contact in the list.
2. In the contact detail panel on the right side of the screen, click Add To.
   • If adding to an existing group, select Add To Group. Select the appropriate option from the Group drop-down and click Save.
   • If creating a new group, select New Group. On the Add New Group pop-up, enter a group Name and specify a Group Category, and optionally type a Description. Click Save.

To remove a contact from a group:

1. Select the contact in the list.
2. In the contact detail panel on the right side of the screen, click Remove and select Remove From Group.
3. Select the Group you are removing the contact from and click Save.

To edit a contact:

1. Select the contact in the list.
2. In the contact detail panel on the right side of the screen, click Edit Contact.
3. Use the navigation pane on the left side of the screen to click through each section of the contact detail and make the appropriate changes.

To change a contact's logo:

These instructions apply only if the contact represents a company and has a logo associated.

1. Select the contact in the list.
2. In the contact detail panel on the right side of the screen, click Change Logo.
3. Click the Upload button to browse and select a saved image.