Managing Contacts

The Contact List Page provides information about the contacts involved in library management.



To Create a New Contact

  1. On the Create menu, click Contact.

    The Create Contact Property Book dialog box opens.

    The following table provides a detailed description of each field on the Event Property Book Page.

TABLE 12 Create Contact Property Book Dialog Box Field Descriptions
Field/Option
Description
Name
The name of the contact.
Phone
The phone number for the contact.
Email Addresses
The email address (or addresses) for the contact. Separate multiple email addresses with a comma.
Pager
The pager number for the contact.
Fax
The fax number for the contact.


  1. Type the contact personal information.

  2. Click OK to save your settings and exit the Create Contact Property Book dialog box.

To Assign a Contact to a Library

To assign a contact to a library:

  1. If you have not already added the contact to the Contact List, do so, referring to To Create a New Contact.

  2. On the LibMON Home Page, select the library to which you want to assign a contact.

  3. On the Selected menu, click Properties.

    LibMON displays the Library Property Book Page for the selected library.

  4. On the left side of the page, click Contact.

    The Library Property Book Page displays the Contact section.

  5. Select the desired contact name from the Contact Name list box.

    LibMON automatically completes the Phone and Email Addresses fields using information from the Contact List Page.

  6. Click Apply to save your changes.


Note - If you move to another LibMON page without clicking Apply, any changes you have made will be lost.

To List the Contacts

  1. Access the LibMON Home Page.

  2. On the LibMON Home menu, click Contact List.

    LibMON opens the Contact List Page.

To Select a Contact

You must select a contact before you can change the contact display attributes or access detailed information about the contact.



To Set the Contact Display Attributes

  1. On the Contact List Page, select a contact.

  2. On the View menu, click Display.

    LibMON displays the Contact Display Attributes dialog box.

  3. Select an attribute in the list, and then click the Add or Remove buttons to move it to or from the Show Attributes box.


Note - The Show Attributes box must contain at least one attribute.
    The attributes you select appear in the contact management area. The following table describes the contact display attributes that are available.

TABLE 13 Contact Display Attributes
Attribute
Description
Name1
The name of the contact.
Email1
The email address for the contact.
Phone1
The phone number for the contact.
Pager
The pager number for the contact.
Fax
The fax number for the contact.
1 These attributes are displayed by default.


  1. Click OK to save your changes and exit the Contact Display Attributes dialog box.

    To restore the previously saved settings, click Reset. To exit the Contact Display Attributes dialog box without saving any changes, click Cancel.


Note - LibMON saves these settings as user preferences. Each time you log in to LibMON, it uses these settings.

To Set the Contact Sort Order

  1. On the Contact List Page, select a contact.

  2. On the View menu, click Sort.

    LibMON displays the Contact Sort Order dialog box.

  3. Select an attribute in the list, and then click the Add or Remove buttons to move it to or from the Sort Order box.

    The attributes in the Sort Order box are the sorting keys for the contact management area.


Note - The Sort Order box must contain at least one attribute.
    The following table describes the contact sort order attributes that are available.

TABLE 14 Contact Sort Order Attributes
Attribute
Description
Name1
The name of the contact.
Email
The email address for the contact.
1 This attribute is default primary key used for sorting.


  1. To move an attribute up or down in the Sort Order box, click the up or down arrow buttons.

    The placement of an attribute in the Sort Order box determines whether it is a primary, secondary, or tertiary sorting key.

  2. Select Ascending or Descending:



  3. Click OK to save your changes and exit the Contact Sort Order dialog box.

    To restore the previously saved settings, click Reset. To exit the Contact Sort Order dialog box without saving any changes, click Cancel.


Note - LibMON saves these settings as user preferences. Each time you log in to LibMON, it uses these settings.

To View Detailed Contact Information

LibMON maintains a Contact Property Book Page for each contact. This page contains all the information you entered when you created the contact.

To open the Contact Property Book Page for a contact:

  1. On the Contact List Page, select the contact.

  2. On the Selected menu, click Properties.

    LibMON opens the Contact Property Book Page for the selected contact.

    The fields on this page are identical to those in the Create Contact Property Book dialog box (see the previous section, To Create a New Contact).

  3. If desired, make changes to the settings on this page.

  4. Click Apply to save your changes.


Note - If you move to another LibMON page without clicking Apply, any changes you have made will be lost.
    To return to the previously saved settings, click Reset.


To Delete a Contact

  1. Select the contact you wish to delete.

  2. On the Selected menu, click Delete.

    LibMON displays a dialog box, prompting you to confirm the deletion.

  3. To delete the contact, click Yes.

    LibMON deletes the contact from the Contact List Page.