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Your Address Book
What you can learn in this topic
How the Address Book works
The Address Book in Trumba® Connect is a collection of names and email addresses.
Note At the moment, you can store only a contact's name and email address in the Address Book.
The Address Book is just one of many groups that you can create. A group is any collection of contacts that serves a particular purpose. For example, a group might include the contacts to whom you send a scheduled calendar email message. Or, you might create a group of the people with whom you share a particular calendar. Groups correspond to distribution lists in Microsoft® Office Outlook® and other email programs.
While in most ways the Address Book acts like any other group, it has some unique properties.
Note The Address Book group is a complete list of your contacts but it is not a master list. If you delete a contact from the Address Book, you do not simultaneously delete it from calendar email distribution lists, sharing permission lists, and any other groups to which it belongs. To definitively purge a contact, you must delete it from each list or group where it appears.
In the Address Book location, you can create as many other contact groups as you want. For example, you might want to create a contact group for:
How to add contacts to your Address Book or another group
You can add contacts to groups in different ways:
Trumba Connect groups accept email addresses in standard Internet (SMTP) name@domain format. If you try to add an email address in some other format, you'll get an error message.
To add one or more contacts by typing or pasting email addresses
If the contacts that you want to add to one group already exist in another group, you can copy them from one group to another. Or, if you no longer want the contacts in the original group, you can move them to the new group.
Note Because the Address Book group is a comprehensive list of all of your contacts, you can copy contacts from the Address Book to other groups but you can't move contacts from the Address Book to other groups.
To add one or more contacts by copying or moving them from another group
To import contacts from another program into Trumba Connect, you must first export your contacts from the other program to a text file. If you have the option, the best text file format to use is Comma Separated Values (.csv) format. However, Excel (.xls) and text (.txt) formats also work.
Tips for setting up the contacts file that you want to import
This section describes ways to organize the data file you're importing so your contact groups in Trumba Connect look the way you want. You can find tips related to:
How names appear in your Trumba Address Book depends upon whether they already exist in the Trumba Connect database and how they are organized in the text file you import. The following examples use the name Connie Miller with the email address of firstname.lastname@example.org to illustrate this point.
Import contacts from the same data file into different groups
You can import contacts into a specific group by selecting the group's folder before you import (all contacts are also added automatically to the Address Book group, if they aren't already there). But what if not all of the contacts in the data file you're importing belong in the same group?
To set up a data file so that contacts import into different groups, add EmailGroup columns to your data file. For example:
Tip You can also import all of the contacts in a data file into a single group and then copy some of the contacts to other groups after you import.
Email address format
Trumba Connect groups accept email addresses in standard Internet (SMTP) name@domain format. If you try to import email addresses in some other format, the import may fail.
What to do if email addresses are in Exchange format
If you run Microsoft® Office Outlook® in connection with an Exchange server, the email addresses in the .csv file you export from Outlook may be in an internal Exchange format. Trumba Connect tries to parse the Exchange format to create SMTP email addresses it understands, but may not always succeed. See What to do if email addresses are in Exchange format for more information and a possible workaround.
General tips about exporting from other programs
For some tips on exporting contacts from other email programs, see Tips for exporting contacts files.
How to import a contacts file you exported from another program
To import a contacts file:
Note If you get an error message when you import a file, see Tips for exporting contacts files.
How to edit a contact's display name
You can edit the display name for any contact with an email address that is not associated with a Trumba account. You can also add display names for contacts listed with only an email address.
Tip Trumba account holders have this symbol before their display names.
To edit or add a display name
How to create, rename, and delete contact groups
To manage your contact groups, go to the Address Book location.
To create new groups
To rename groups
To delete groups
You can delete contacts from groups at any time. If a contact occurs in more than one group, you must delete the contact from each group to get rid of it altogether.
Tip Deleting a contact from the Address Book group does not simultaneously delete it from every calendar distribution list. If you want to stop sending a calendar email to one or more contacts, remove those addresses from the calendar's distribution list.
You might want to export contacts if you want to create a backup copy of your Trumba Address Book or if you want to import the contacts into another program.
When you export contacts from a group, you create a text file in Comma Separated Values (.csv) format. You can open .csv files in Microsoft Excel or import them into many other email programs.
Tip If you want to create a complete backup of all of your contacts, export the Address Book group. This group is comprehensive and includes contacts from all of your other Trumba Connect groups and distribution and sharing lists.
The .csv file that you export contains three columns and looks something like this:
To export the contacts in a group
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