Address Book

This section provides instructions for common tasks related to the Desigo CC address book. For background information, see the reference section.

 

Prerequisites:

  • System Browser is in Application View.

 

View the Address Book
  1. In System Browser, select Applications > Address Book.
  • The Address Book workspace displays a list of contacts.
  1. To view the details of a contact, select the contact in the list.
  1. To search for a contact enter a string in the search field. For more details, see Address Book Search Field.

 

Create a New Contact
  1. In the Address Book workspace, click Add recipient .
  • A new contact is added to the list.
  1. Select the newly-created contact.
  • The Details expander displays fields for entering the contact’s information.
  1. In the General expander, enter contact’s full name in the Full Name field (for example, John Doe). This value has to be unique.
  1. (Optional) Specify the following settings:
  • Short Name
  • Language
  • Time Offset
  1. Click Save .
  • The contact is added to the list. You can now configure the contact to receive reports or remote notifications, as needed.

 

Configure a Contact to Receive Reports

Reports are sent by email and addressed to individual contacts. To be able to receive a report, a contact must have at least an email address configured.

  1. In the Address Book workspace, select the contact in the list.
  • The Details expander displays the contact’s information.
  1. In the Devices expander, enter the contact’s full email address in the Email1 field.
  1. (Optional) If you have other email addresses for that contact, you can enter them in the Email2 and Email 3 fields.
    NOTE: When you email a report, you will be able to choose from all the configured email addresses for that contact.
  1. Click Save .
  • The contact’s email addresses are updated.

 

Configure a Contact to Receive Remote Notifications

Remote notifications can be sent by multiple methods, such as email and SMS, and are addressed to groups, not to individual contacts. To be able to receive a remote notification, a contact must be assigned to a group and have one or more valid devices configured. You can also set a preferred and fallback method.

  1. In the Address Book workspace, select the contact in the list.
  • The Details expander displays the contact’s information.
  1. In the Groups expander, do one of the following:
    - Select the name of an existing group from the drop-down list.
    - Enter the name of a new group you want to create directly into the empty drop-down list field.
  1. Click Add.
  • The name of the group is added to the Groups box for this contact.
    NOTE: To remove a group select it in the box and click Remove.
  1. In the Devices expander, enter the methods for notifying this recipient. For example:
  • Enter the contact’s email address in the Email1 field.
  • Enter the contact’s mobile phone number in the SMS1 field.
  1. In the Preferred Device expander, select which method to try first, and which to use as fallback. For example:
  • In the Preferred device drop-down list, select Email1.
  • In the Fallback device drop-down list, select SMS1.
    NOTE: With this setting, when the system attempts to send out notifications to the contact, it will try sending an email first. If that fails, it will try sending an SMS.
  1. Click Save .
  • The contact will receive remote notifications addressed any of the listed groups.
  • Any newly created groups also become available for assigning to other contacts.

 

Import Outlook Contacts into the Address Book
  1. Copy the CSV file to removable storage or to a location you can access from the Desigo CC computer.
  1. In System Browser, select Application View.
  1. Select Applications > Address Book.
  • The Address Book workspace displays.
  1. Click Import address book .
  1. In the Open dialog box, browse for and select the CSV contacts file that you want to import.
  1. Click Open.
  • When the import procedure is complete, a message box informs you of how many new contacts were created, how many existing ones were updated, and how many were skipped owing to importing rules.
  1. Click OK.
  • The imported contacts are available in the Address Book workspace.