ligula. should i use the address book - · pdf file6 phone tree – all about contact...

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lorem ipsum dolor sit amet. vestibulum: Fusce tellus enim, semper vitae, malesuada vitae, condimentum vel, ligula. lorem ipsum dolor dolor Should I use the Address Book ? If you are familiar with using the iPhone or iPad address book then you should keep right on adding contacts in your iOS device and import them singly or en masse into Phone Tree. If you don’t need contacts other than in Phone Tree you can add them in Phone Tree and still have the option to save them to the address book. iPad Address Book Contact If you do use the address book then when you send sms or iMessages the recipients’ names will appear not just their contact number. This can be quite helpful as an aid to knowing that the recipients are as expected. In addition the app will use a contact’s photo from the Address Book if they have one. iPhone Address Book Contact

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Page 1: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

lorem ipsum dolor sit amet.

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Fusce tellus enim, semper vitae, malesuada vitae, condimentum vel, ligula.

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Should I use the Address Book ? If you are familiar with using the iPhone or iPad address book then you should keep right on adding

contacts in your iOS device and import them singly or en masse into Phone Tree. If you don’t need

contacts other than in Phone Tree you can add them in Phone Tree and still have the option to save

them to the address book.

iPad Address Book Contact

If you do use the address book then when you send

sms or iMessages the recipients’ names will appear

not just their contact number. This can be quite

helpful as an aid to knowing that the recipients are

as expected. In addition the app will use a contact’s

photo from the Address Book if they

have one.

iPhone Address Book Contact

Page 2: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

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Phone Tree – All About Contact Management Version 1.05

Add New Contact Screen

Adding a New Contact Once you have created a Phone Tree you can

select this group and touch the Contacts button.

You will now see any contacts already created

and two buttons, Add New Contact and Use

Existing Contact.

An Existing Contact is one who has already

been added in to the Phone Tree app. A New

Contact is one you will create from scratch or

choose from your Address Book.

You can simply enter the details you need into

the spaces provided (first name, last name,

phone, text, email and twitter) then touch ‘Add

New Contact’ (* see below). You can continue

adding further contacts in this way. When you

are finished touch the back button.

To use an Address Book contact display a list of

contacts by touching the button provided.

Select a contact and details will be inserted into

the spaces provided here.

If an address book contact has multiple phone

numbers or email addresses the Choose

buttons will be available to allow you to choose

the contact details you require for the contact.

When you have the details as required touch

the Add New Contact Button.

Page 3: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

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Phone Tree – All About Contact Management Version 1.05

If you have entered contact details (not chosen

a contact from the address book) you will have

the option of adding this contact into the

address book.

The Add Every Time button will remember

your choice and silently add manually created

contacts into the address book as well as into

Phone Tree.

The No, don’t Add button will not add to the

address book and you will be offered the

choices next time.

The Add this Contact button will add to the

Address book just this once and you will be

offered the choices next time.

The Never Add to Address Book button will

not add to the Address Book and you will not be

offered the options again.

* Add contacts to the Address book when manually entered

Contact Photographs

In this version of the Phone Tree app contact photos are shown if a

contact was added from your Address Book and that contact has a

picture. Any new picture you apply in the Address Book will be

used.

In a future version of the app it is likely that you will be able to

use photos from your camera roll for contacts created in the app.

Page 4: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

4

Phone Tree – All About Contact Management Version 1.05 Step by Step – add a contact from the Address Book

• Choose the Phone Tree

• Touch the Contacts button

• Touch the New Contact button

• Touch the Address Book button

• Find the required contact in the list

and touch it

• Review the details shown *

• Touch the Add New Contact button

* The Address Book contact’s photo and

address will be shown if they exist. The

address is not stored or used within

Phone Tree; it’s just there to assist in

confirming you have the correct contact

selected.

Page 5: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

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Phone Tree – All About Contact Management Version 1.05 Step by Step – add a contact manually

• Choose the Phone Tree

• Touch the Contacts button

• Touch the New Contact button

• Complete first name last name and

other required fields.

• Correct any errors identified. Fields

are validated as you enter them.

• Touch the Add New Contact button

• Decide whether to add contact to your

device’s address book.

Page 6: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

6

Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book

• Touch the import button on the tools menu

accessed from the first screen

• Choose how many contacts to import *

• Touch the OK button

• Review the list and uncheck any you do not

wish to import by touching the tick.

• View the import report then touch OK

* Bulk import will offer you those contacts with the most complete contact records as required for this app. Eg: Contacts with a full name, email, text etc will be offered whereas contacts with no email, text etc will not.

Page 7: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

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Phone Tree – All About Contact Management Version 1.05

Making changes

Editing a Contact While looking at a list of contacts within a

phone tree, touch the contact’s name to bring

up the edit contact screen.

Also see Updating Contacts.

Touch the item you want to change (first name,

last name, phone, text, email and twitter) then

enter the new information. Use the (X) to clear

the contents of a field.

Touch Done in the keyboard when you have

completed the entry.

When all updates have been entered touch

Save to save your update.

You can also edit a contact where you see the

edit contact icon.

Page 8: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

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Phone Tree – All About Contact Management Version 1.05

Removing Contacts While viewing the contacts in a Phone Tree, to remove from this Tree just swipe left or right on the contact’s name.

The delete button will appear. Touch the delete button to remove the contact from this Phone Tree.

When deleting a contact from a Phone Tree’s lists you are only removing the contact from the Phone Tree.

Deleting Contacts From the tools menu choose the delete contacts button. You will see a list of every contact in the App.

Swipe left or right on the contact you wish to remove or delete.

If a contact is in no phone trees it will be deleted.

Contacts in phone trees will show a choice of removing from phone trees or deleting from the App.

Page 9: ligula. Should I use the Address Book - · PDF file6 Phone Tree – All About Contact Management Version 1.05 Step by Step – add multiple contacts from Address Book • Touch the

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Phone Tree – All About Contact Management Version 1.05

Updating Contacts

When you add a contact to Phone Tree it is available to be used in all Phone Trees you create.

When you export a Phone Tree the contact details are able to be imported into another device

allowing you to use your contacts on any devices you own and to send them to others who wish to

use the same Phone Tree contact lists.

Phone Tree uses email as the export / import mechanism not iCloud.

From the tools menu choose the delete contacts button. Initially you will see a list of every contact in the App.

Use the phone tree button to filter the list for only one phone tree.

Use the item type button to filter the list based on missing information. You can search on last name, phone text, email and twitter name.

Touch on the contact you wish to update and complete the required fields. Remember to touch save when complete.

More About Contacts