Mac OS X Mountain Lion Essential Training
Illustration by Richard Downs

Keeping tabs with Contacts


From:

Mac OS X Mountain Lion Essential Training

with Christopher Breen

Video: Keeping tabs with Contacts

Like Calendar, Contacts has inherited the look of the iOS version of the program. And like the paper-based counterpart that you may have jammed in a desk drawer, Mountain Lion's Contacts is designed to hold and organize your Contacts. Let's give it a look. Go ahead to the Dock and click on Contacts. It's most basic. Contacts is a place where you add single contacts and to do that, click on the plus button, in the second column, enter a name and some other information. Add a company name if you like.
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  1. 1m 4s
    1. Welcome
      1m 4s
  2. 6m 56s
    1. Installing Mountain Lion
      6m 56s
  3. 47m 16s
    1. Personalizing the interface
      4m 11s
    2. Touring the Finder
      3m 29s
    3. Staying current with Software Update
      2m 52s
    4. Configuring Gatekeeper settings
      3m 17s
    5. Getting on the Internet
      5m 36s
    6. Setting up iCloud
      4m 55s
    7. Understanding AutoSave and documents in the cloud
      4m 42s
    8. Configuring Mail, Contacts, and Calendar
      4m 33s
    9. Configuring your printer
      3m 39s
    10. Protecting your data with Time Machine
      4m 28s
    11. Learn your way around the Mac App Store
      5m 34s
  4. 11m 17s
    1. Finding files with Spotlight
      6m 6s
    2. Digging deeper with Finder searches
      5m 11s
  5. 23m 35s
    1. Configuring basic personal preferences
      11m 15s
    2. Adjusting Input Device preferences
      9m 38s
    3. Examining the basic system preferences
      2m 42s
  6. 1h 13m
    1. Organizing workspaces with Mission Control
      5m 49s
    2. Modifying Language & Text settings
      4m 5s
    3. Optimizing Security & Privacy settings
      6m 18s
    4. Getting notifications
      4m 38s
    5. Configuring displays and AirPlay
      2m 20s
    6. Using Energy Saver
      6m 1s
    7. Setting up Bluetooth wireless devices
      3m 39s
    8. Sharing files on a network
      6m 1s
    9. Configuring sharing
      6m 28s
    10. Editing your users and groups
      6m 48s
    11. Setting rules with Parental Controls
      7m 4s
    12. Taking notes with Dictation & Speech
      6m 0s
    13. Exploring the Accessibility settings
      5m 54s
    14. Listening with Sound
      2m 53s
  7. 36m 2s
    1. Organizing your business with Mail
      12m 42s
    2. Scheduling time with Calendar
      8m 32s
    3. Keeping tabs with Contacts
      5m 30s
    4. Tracking your tasks with Reminders
      3m 39s
    5. Staying in touch using Messages
      5m 39s
  8. 37m 18s
    1. Tracking your documents in TextEdit
      7m 3s
    2. Looking up words in Dictionary
      1m 56s
    3. Keeping notes with Notes
      3m 48s
    4. Working with images in Preview
      6m 14s
    5. Working with PDFs in Preview
      4m 27s
    6. Installing fonts with Font Book
      4m 42s
    7. Posting a note in Stickies
      1m 55s
    8. Adding things up with Calculator
      4m 46s
    9. Organizing apps with Launchpad
      2m 27s
  9. 34m 5s
    1. Navigating the web
      3m 38s
    2. Working with bookmarks
      4m 49s
    3. Using Reading List
      2m 4s
    4. Saving web pages and creating web clips
      1m 44s
    5. Viewing and saving PDFs
      3m 24s
    6. Using Safari to search the web
      2m 20s
    7. Opening local files in Safari
      1m 59s
    8. Working with preferences in Safari
      11m 1s
    9. Managing your Internet footprint
      3m 6s
  10. 8m 48s
    1. Playing media in QuickTime
      4m 15s
    2. Recording videos with QuickTime
      4m 33s
  11. 10m 13s
    1. Video conferencing with FaceTime
      3m 38s
    2. Taking pictures in Photo Booth
      3m 47s
    3. The great utility of Image Capture
      2m 48s
  12. 12m 40s
    1. Writing a simple Automator workflow
      4m 15s
    2. Creating an Automator application
      2m 20s
    3. Setting up an Automator calendar workflow
      2m 31s
    4. Creating an Automator service
      3m 34s
  13. 22m 1s
    1. Managing processes in Activity Monitor
      5m 13s
    2. Formatting, partitioning, and repairing storage devices
      8m 58s
    3. Taking care of your passwords
      4m 1s
    4. Setting up a Windows install with Boot Camp
      3m 49s
  14. 14m 57s
    1. Creating a boot drive
      3m 19s
    2. Understanding and configuring permissions
      4m 5s
    3. Exploring troubleshooting techniques
      7m 33s
  15. 19m 35s
    1. Getting your game on
      4m 1s
    2. Integrating with Facebook and Twitter
      2m 38s
    3. Advanced tips and tricks
      9m 35s
    4. Sharing files with AirDrop
      3m 21s
  16. 30s
    1. Goodbye
      30s

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Watch the Online Video Course Mac OS X Mountain Lion Essential Training
6h 0m Appropriate for all Dec 19, 2012

Viewers: in countries Watching now:

In this course, Macworld senior editor Christopher Breen provides a comprehensive overview of Mac OS X Mountain Lion, complete with insider tips for getting the most out of the operating system. The course shows how to configure system preferences, personalize the interface, master gestures, and achieve fluency with applications such as Mail, Calendar, and Preview. The course also includes tutorials on browsing the web with Safari, automating complex tasks with Automator, sharing over a network, performing maintenance operations using Disk Utility, and offers time-saving techniques for using the Mac efficiently. Along the way, Christopher reviews the 200+ new features in Mountain Lion, which gives even experienced Mac users a valuable head start.

Topics include:
  • Installing Mountain Lion
  • Setting up and syncing iCloud
  • Configuring Mail, Contacts, and Calendar
  • Setting rules with Parental Controls
  • Jotting down info with Notes
  • Viewing and saving PDFs, text documents, and images
  • Using Safari to browse the Internet
  • Playing and recording videos with QuickTime
  • Video conferencing with FaceTime
  • Setting up a Windows install with Boot Camp
  • Downloading widgets
  • Sharing files with AirDrop
Subjects:
Business Education + Elearning
Software:
Mac OS X
Author:
Christopher Breen

Keeping tabs with Contacts

Like Calendar, Contacts has inherited the look of the iOS version of the program. And like the paper-based counterpart that you may have jammed in a desk drawer, Mountain Lion's Contacts is designed to hold and organize your Contacts. Let's give it a look. Go ahead to the Dock and click on Contacts. It's most basic. Contacts is a place where you add single contacts and to do that, click on the plus button, in the second column, enter a name and some other information. Add a company name if you like.

You could choose a phone number and choose a variety of phones, so if you want to add somebody's iPhone specifically, select that. Notice that it formats the number for you. You can add an email address, home page URL, and so on and so forth. You can also add notes if you like. When you're done, click on Done. Now, when you first open Contacts, you should see at least one card, and that card will be yours, and you can tell it's yours because there's a little head icon next to it, indicating, this is your home card.

So what's this good for? Well, it's one way that your Mac has identified you. So every so often, it will need to autofill in an address, or a phone number, or something like that, and this is the card it will look to for that information. Unlike a real paper-based address book, this one let's you arrange contacts into groups. So you can create a group of friends, business associates, or people you owe money to. Go to File, choose New Group, name your group, and then you can add contacts to that group.

So I'll go into all of my contacts, this Joe Blow guy as it turns out is a deadbeat, and Sonja Limberger is also a deadbeat, they both owe me money. Now, when I want to look into a group, all I have to do is select my group and I can see the members of that group. Now, this is more than just a convenience when working in Contacts. When you create a group in contacts, you could easily send an email message to everyone in that group. The same idea works with Calendar. So here's Calendar.

I can create a new event, edit it, add invitees, and I can choose that group and then both people wind up in my invitees list. Now, Smart Groups is a way to easily filter contacts. So let's create a new Smart Group. Like other Smart items, I simply configure a group of conditions, and those contacts that meet those conditions become part of the group.

So let's say this will be for people with phone numbers, so, Phone, is set, click on OK. Here's my new Smart Group, and it includes just those contacts that have phone numbers. So if I were to create one that included both phone numbers as well as email addresses, this is a group that I'd want to bring over to my iPhone, because a lot of the time with an iPhone, I don't need to know their street address, I just need to know how to get in contact with them, and that means giving them a call or sending them an email message.

Now, having a personal address book is great, but it's better when you can share contact information in that address book with other people. So let's say I wanted to share the information of Sonja Limberger. I click on the Share button, and you see that I can email this card, I can message it, and I can AirDrop the card. When I do that, this contact is turned into something called a vCard file. Once you have that vCard file, you can drag it into any device that supports vCards or any application that supports vCards.

It's a universal standard, so almost anything will read a vCard. So this is an easy way to swap contacts between people. There are other ways to get your contacts out of Contacts, and that is to choose File, Export. You can export as a vCard, I'll save that to the desktop. There's my vCard file, and this vCard file includes all of my contacts, not just a single contact. Or I can take a contact and drag it to the desktop, and that's a single vCard just for Joe Blow.

If I want to take contacts and copy them to another Mac, I can choose Export, Contacts Archive, Save, and it saves it as an archive file that I can use with another copy of Contacts on another Mac that I have. Let's go up to Preferences for just a second and look at Accounts. This window includes any accounts that you're using with Contacts. This is something that I've already set up in Mail, Contacts & Calendars. So I have my iCloud account, my Facebook account, and then I can also have local contacts.

If I wanted to add a different account, I click on plus, I can choose the kind of account I'm going to use, enter a user name, password, and then a server address, if I'm using a CardDAV file, which is another protocol for sharing contacts across the internet, or I can choose Exchange and you have A different kind of setup. Click on Create and that account will then appear in my list of accounts. Contacts has some othe,r more obscure talents that beyond the scope of this course.

What you've learned here serves the vast majority of your Contacts needs.

There are currently no FAQs about Mac OS X Mountain Lion Essential Training.

 
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