3. Managing Contacts
In this chapter, you learn about your EVO 3D’s most important application for keeping in touch: People, referred to as “People” on the EVO 3D. You learn how to add, search, manage, and synchronize contacts for quick and convenient access. Topics include the following:
• Exploring the contacts application
• Adding and managing contacts
• Joining and separating contacts
Your EVO 3D is equipped with the People application that can help you manage the personal information for the people you meet, such as phone numbers, addresses, email addresses, websites, and much more. The People application helps you improve your daily efficiency by becoming the central location where you place calls and send texts, multimedia files, and email to personal contacts. You can also synchronize your contacts from other websites such as Facebook and Gmail.
Exploring the Contacts Application
You can manage your communication with contacts with the People app through phone, messaging, and email. You can also view updates of your contacts’ Facebook, Flickr, and Twitter accounts. When you synchronize your contacts with your PC, Mac, Google account, or Exchange Server, those contacts are displayed within the People app. If you signed into your Google or Facebook account when you set up your EVO 3D, your contacts from those accounts display when you open the People app.
Adding Accounts
You placed Gmail contacts on your phone when you first activated your EVO 3D using your Gmail account information. You can also add new contacts with the People app, by syncing contacts located on your computer, and by pulling them from your Facebook account.
Adding a Facebook Account
If you have a Facebook account, you can synchronize your Facebook contacts’ information to your EVO 3D. If any of your Facebook contacts change their information, such as by adding a new contact picture, the picture updates on your phone. Following is how you synchronize your Facebook account.
1. Tap the Apps icon on the Home screen.
2. Tap Settings. The Settings screen opens.
3. Tap Accounts & Sync. All accounts you have previously added appear under the Manage Accounts section of the screen.
5. Tap Facebook for HTC Sense.
6. Enter the email address you use to log into your Facebook account.
7. Enter your Facebook password.
8. Tap Sign In.
9. Tap your new Facebook for HTC Sense account.
10. Tap to enable or disable live feed synchronization.
11. Tap to add your Facebook calendars to your EVO 3D.
12. Tap to add your Facebook contacts to your EVO 3D.
13. Tap to change the interval for your Facebook for HTC Sense update Schedule.
14. Tap to immediately sync this account.
15. Tap to remove this account from your phone.
Adding a Microsoft Exchange Account
If you have already added a Microsoft Exchange Email to your EVO 3D, depending on how you configured the account on your phone, your Exchange contacts might already be added. If not, you can add an Exchange account so that you can have your work and personal contacts on the same phone, which means you can avoid carrying two.
1. Tap the Apps icon on the Home screen.
2. Tap Settings on the second page. The Settings screen opens.
3. Tap Accounts & Sync. All accounts you have previously added appear under the Manage Accounts section of the screen.
4. Tap Add Account.
5. Tap Exchange ActiveSync.
7. Type your corporate email address.
8. Type in the ActiveSync server address.
9. Type the corporate domain.
10. Type your username.
11. Type your corporate password if it has not been carried over from the previous screen.
12. Tap to enable or disable the use of SSL. This setting is usually enabled.
13. Tap Next.
14. Tap to enable or disable the synchronization of mail.
15. Tap to enable or disable the synchronization of your contacts. When you leave this setting enabled, your Outlook contacts sync to your EVO 3D.
16. Tap to enable or disable the synchronization of your calendar.
17. Tap to enable or disable this mail account to automatically check for new email in the corporate inbox and have it delivered to your phone.
18. Tap to change frequency in which email is delivered to your EVO 3D.
19. Tap to enable your phone to check your corporate inbox for new mail and deliver it to your phone only after you access the Mail application.
20. Tap Next.
21. Type a name for this email account.
22. Tap Finish Setup.
Navigating Your People List
After the People app has been populated with contacts, you have easy access to all of your contacts, and quick access to groups and people you contact the most.
1. Tap the People app. A list of all of your contacts displays on the All screen.
2. Tap the down arrow to filter your contact list and view contacts only from particular accounts such as Google contacts or Facebook contacts.
3. Tap in the search field to search for a contact by entering text or tap the speaker icon to search for a contact by speaking the contact’s name.
4. Tap a contact’s name, not photo, to open details for a particular contact.
5. Tap a contact’s photo to open a menu where you can choose options for communicating with the contact, including Call, Message, and Mail.
6. Indicates when a contact has sent you something, such as a new email, posted live feeds, or when it’s the contact’s birthday.
7. Tap to set up, edit, or send your personal profile.
8. Tap to assign contacts to groups so you can conveniently send SMS, MMS, and email messages to an entire group.
9. Tap to view a call history of all the numbers you have dialed on your EVO 3D.
Display Options
You configure how the People application displays your contacts’ information. You can also control which contacts are displayed from which accounts.
1. Press the Menu button while on the All screen and then select View.
2. Tap to display only contacts with telephone numbers.
3. Tap to choose whether contacts are sorted by first name or last name.
4. Tap to choose whether contact names are displayed first name first or last name first.
5. Tap to search contacts by phone number, email address, company, group name, or all of the above.
6. Tap to enable or disable if contacts are displayed from a particular account.
7. Tap to determine which contacts from a specific account are to be displayed.
8. Tap Done when you are finished.
Adding and Managing Contacts
The EVO 3D synchronizes the contact information that you enter into your Google and Exchange accounts automatically. Your EVO 3D automatically tries to combine duplicate contacts if they are named the same or lets you decide which contacts to manually combine. When you send or receive email from individuals who are not in your contacts, you can quickly add them as contacts from within the email client.
Adding Contacts from an Email
The People app streamlines the process for you to add a contact from an email. First, you need to open an email from the sender that you want to add as a contact. Here is how you add a new contact from your Gmail, Email, and Exchange account.
1. Tap the sender’s name to open an action menu.
2. Tap to place this contact into one of your groups.
3. Tap Save to Existing Contact if you want to join this contact information with another contact. Consider using this option if the person you are adding uses multiple email accounts under different aliases so that all contact information displays on one detail screen.
4. Select Add Contact to create a new contact entry for this person.
5. Fill out the contacts information. Please refer to the following task “Adding Contacts Manually” to learn more about entering contacts on your device.
6. Tap Save.
Adding Contacts Manually
You can manually enter contact information for family, friends, and colleagues for quick access and to send messages.
1. From the All screen, tap the Add icon. A new contact sheet opens.
2. Tap to add a picture for the contact from the Gallery or take a picture with the Camera.
3. Type the name of the contact.
4. Tap to add more fields: Name Suffix, Given Name, Middle Name, and Family Name.
5. Tap Contact Type to choose an account to create the new contact under.
6. Tap the + sign in a field to add more contact information. For example, tap the + in the Phone field to add multiple phone numbers.
7. Tap an X to delete a field.
8. Tap the labels within fields to reveal a pop-up menu with other labels to choose from. For example, tap the Mobile label in the Phone field to change it to a Work phone label.
9. Tap the down arrow in the Group field to choose a group in which to place the contact: Co-workers, Family, Favorite, Friends, or VIP.
10. Click to add a date for a birthday, anniversary, or other event.
11. Scroll down to see more fields.
12. Tap a plus sign to reveal more fields to fill.
13. When you are finished adding the contact’s information, tap Save.
Exploring Contact Details
When you tap a contact on the All screen, the Details screen opens, enabling you to view the information stored for that contact, along with messages and phones calls you have exchanged with that contact. You also have access to Facebook notifications and more from the details screen. Following is how you can navigate the Details screen.
1. Tap the contact’s information, not the picture, to access the Details screen.
2. Tap the broken link to manually link this contact to another contact in your list.
3. Tap to place a call to the contact.
4. Tap to compose a message in the Messages app to the contact.
5. Tap to choose an email from which to compose a message and send to the contact.
6. Tap to use GPS to locate the contact’s postal address.
7. Read the notes that you entered for the contact.
8. Tap to change the ringtone notification for whenever you receive communication from the contact.
9. Tap to block calls from the contact.
10. Tap to edit the information for the contact.
11. Create a people widget on your EVO 3D Home screen for a contact. Tap Set Default Action to control what happens once you tap that widget on your Home screen. The actions are View Contact, Call Mobile, New Message, and Send Mail.
12. Tap to display SMS message exchanges with the contact. You can also reply to a contact’s message from this view.
13. Tap to display all email you have received from the contact. You can tap an email to read it.
14. Tap to view the contact’s updates and events from accounts you have added from Facebook, Twitter, and Flickr.
15. Tap to view the contact’s Facebook and Flickr photo albums.
16. Tap to view your incoming and outgoing call history for this contact. You can tap a listed number to place a call in this view.
17. From the Details view, touch the Menu button to reveal more options and then tap to edit a contact.
18. Tap to delete the contact.
19. Tap to manually link a contact to another contact.
20. Tap to send a contact vCard to another person via SMS, MMS, Mail, or Bluetooth. Think of a vCard as an electronic business card. You can also choose what information is included on the card.
21. Tap to print to a Bluetooth-enabled printer you have added to your EVO 3D.
22. Tap to add the contact’s number to speed dial for quick access.
Joining and Separating Contacts
When you synchronize the contacts on your EVO 3D with multiple accounts, such as Gmail, Facebook, Twitter, and Flickr, your EVO 3D tries to join contacts with the same name automatically, or it gives you the option of manually joining contacts. The People app also makes it simple for you to separate joined contacts when necessary.
Joining Contacts Manually
If you have two instances where a contact’s name is spelled differently, the People app does not automatically combine them. This can be the case if a person enters only a nickname into his email client or if he simply does not type in his full name, for example. You can join these contacts manually so that so both sets of contact info appear on one Details page. Joining contacts can help you keep your contact information up to date.
1. While on the All screen, tap the contact you want to merge with another contact. The Details page opens.
2. Tap the broken link icon. You could also touch the Menu button and then choose Link in the menu. The Add Contact screen opens.
3. Tap All Contacts. A list of all contacts on your phone opens.
4. Tap the contact you want to merge.
5. Tap to select a name for the contact. Both contact names appear, and you have to choose one name to represent them both.
6. Tap Done to complete the process.
Separating Contacts
In the attempt to automatically join similar contacts, the People app might sometimes get it wrong and link two contacts you do not want together. Perhaps you want two instances of a particular contact to display separately within your list. Here is how you can separate those joined contacts.
1. Tap the contact you want to separate on the All screen.
2. Tap the linked chain icon.
3. Tap one or both of the contacts to separate them. The link icons then appear broken.
4. Tap Done.
Organizing Your Contacts
When you have all of your contacts on your EVO 3D, you can organize them and share them with others. You can designate your most-used contacts as favorites, create a people widget for a contact on your Home screen, and email vCards.
Adding a Contact to Your Favorites
A faster way to access the contacts that you communicate with most frequently is to add them to your Favorites view.
1. While on the All screen, scroll to the contact you want to add as a favorite and touch and hold your finger to the contact. An action menu appears.
2. Tap Edit Contact.
3. Scroll down to the Groups field and then tap the down arrow.
4. Tap the Favorites group to select it. A green check mark appears.
5. Tap OK to add the contact to your Favorites.
6. Tap Save. Now you can tap the Group view at the bottom of the All screen to access the contact within your Favorites.
Adding a Contact to Your Home Screen
An even faster way to access a contact in the People app is to create a widget for that contact on your Home screen. You can also set the default communication for when you tap the widget.
1. Tap the Personalize icon on the Home screen.
2. Tap Shortcut.
3. Tap Person.
4. Select a contact.
5. Tap View Contact if you want the person’s contact detail to display when you tap the shortcut on the Home screen.
6. Tap Call Mobile to place a call to the contact.
7. Tap New Message to have the Messages app open when you tap the shortcut.
8. Tap Send Mail if you want to access an email account whenever you tap the shortcut on the Home screen.
9. Tap Quick Contact if you want a pop-up menu of all contact possibilities for the contact to display when you tap the shortcut on the Home screen.
10. The shortcut appears on your Home screen where you can move it to a new location if needed.
Sending Contact Information
Instead of typing your contact information when you want to send it to someone, you can send a vCard (a virtual business card) straight from your phone.
1. From the All screen, touch the Menu button and then tap Send Contacts.
2. Tap the contact(s) you want to share to select them. A green check mark appears to the right of each chosen contact.
3. Tap Send.
4. Select a send method for the contact. The chosen send option opens so that you can send the vCard.
Communicating with Contacts
You can call contacts, view their contact information, send them SMS and multimedia messages, mail them, locate their physical addresses on a map, and even write on their Facebook Walls from within the People app. The Fast Contact bar gives you access to these communication options with just one touch of your finger.
1. From the All screen, tap the contact’s picture to reveal the Quick Contact bar.
2. Tap Call to place a call to the contact.
3. Tap View to display the contact’s details.
4. Tap to open the Messages app to compose a message.
5. Tap Mail to choose an email client in which to compose an email for the contact.
6. Tap Map to pinpoint the contact’s physical address on a map and get directions.
Importing and Exporting Contacts
Along with allowing your contacts to be synced wirelessly, you can also import or export your contacts from your computer as a means of another backup.
Import Contacts from Your Micro-SD Card
You can copy vCard contact information from your computer to your EVO 3D’s 2GB micro-SD memory card and then import that vCard information to your phone.
1. From the All screen, touch the Menu button and then select Import/Export.
2. Tap Import from SD Card.
3. Select an account under which the contacts will be created.
4. Select the vCards you want to import.
5. Tap OK to import the contacts.
Export Contacts to a Micro-SD Card
You can backup contact information on your EVO 3D to the 2GB Micro-SD memory card of your EVO 3D as another means of backup.
1. From the All screen, touch the Menu button and then select Import/Export.
2. Tap Export to SD Card.
3. Select an account to export.
4. Tap OK to export your contacts list.
