This quick reference includes a screen image explaining the basics in Contacts, as well as tables listing other commonly-used tasks and shortcuts.

Table 1. Getting started

Task	Action
Open Contacts	Click Open -> Contacts (Notes Basic client users: To open Contacts, click this icon in the Bookmark bar: ).
Search for a name in the My Contacts view	Type the first few letters of a contact or group name.

Table 2. Adding and editing contacts

Task	Action
Add a contact	From the My Contacts view, click New (Notes Basic client users: Click New Contact). To add someone from a public directory, click Browse for Contacts above the contacts list.
Add a quick contact (a contact with just essential information)	From the My Contacts view, click New -> Quick Contact.
Move a contact from Recent Contacts to My Contacts	1. Open Contacts. 2. Click Recent Contacts. 3. Select one or more contacts, and then click Move to My Contacts.
Add a picture for a contact	While adding or editing a contact, click . Note: The recommended size in pixels is 85w x 74h. Any image you import is automatically resized to these specifications.
Choose the primary email, address, or phone number for a contact	The primary email, address, or phone number is the one that appears when you print contacts or view your Contacts as business cards. 1. While creating or editing a contact, click the email, Addresses, or Phone Numbers link. 2. At the bottom of the dialog box, select a primary email, address, or phone number.
Add more phone numbers for a contact	While adding or editing a contact, click the Phone Numbers link. To change a phone number label, select a new one from the list, or highlight the existing label and then type a new one.
Add a birthday or anniversary	While adding or editing a contact, click the Other Information link.
Add custom fields to a contact	While adding or editing a contact, click the Other Information link. Edit any of the custom fields at the bottom of the dialog box.

Table 3. Adding and editing groups

Task	Action
Create a group from existing contacts	Open Contacts, and then select the names you want in the group. Click More -> Copy Into New Group.
Sort group members alphabetically	To sort the members in one group, select the group entry, click Edit, and then click Sort Member List. To sort the members in all groups, click File -> Preferences (Macintosh OS X users: Click Notes -> Preferences), and then click Contacts. Select Sort the names of group member alphabetically (Notes Basic client users: To sort the members in all groups, from any of the Contacts views, click More -> Preferences). Setting this preference does not sort existing groups.

Table 4. Changing your settings

Task	Action
Change the address format for business cards, previewing, and printing	To change the address format for all contacts, click File -> Preferences (Macintosh OS X users: Click Notes -> Preferences), and then click Contacts. Select an address format under Default address format Notes Basic client users: To change the address format for all contacts, open contacts, and then click More -> Preferences. Select an address format under Default address format . To change the address format for one contact, open the contact you want to modify, and click Select Address Format. Setting this field for a contact entry overrides the Contacts preference.
Set how long to keep items in the Trash before deleting them permanently	1. Click File -> Preferences. Notes Basic client users: From any of the Contacts views, click More -> Preferences. Macintosh OS X users: Click Notes -> Preferences. 2. Click Contacts. 3. Enter a number for Delete documents in my Trash after <n> hours.
Select how you want names display in your Contacts (First Name, Last Name or Last Name, First Name)	1. Click File -> Preferences. Notes Basic client users: From any of the Contacts views, click More -> Preferences. Macintosh OS X users: Click Notes -> Preferences. 2. Click Contacts. 3. Select an option for Default display for contact names.
Set the format for contact names with three parts, such as George De Marco	If you add a contact whose name has three parts, such as George De Marco, a Name Helper displays so that you can specify "De Marco" as the last name. To suppress the Name Helper and always accept the default, click File -> Preferences (Notes Basic client users: Open Contacts, and then click More -> Preferences; Macintosh OS X users: Click Notes -> Preferences), and then click Contacts. Select Always accept the default name assignment when adding contacts. If the default is incorrect for a contact, open the contact, and click the Contact Name link to correct it.

Table 5. Shortcuts

Task	For Windows	For Macintosh
Open Contacts Note: To enable this shortcut, click File -> Preferences -> Basic Notes Client Configuration -> Enable alternate keyboard shortcuts.	Ctrl+3	Ctrl+3
Open selected contact	Enter	Enter
Close selected contact or view	Esc	Esc
Get help for the current feature	F1	Help or Command + ?
Enlarge selected text to the next point size	F2	N/A
Reduce selected text to the next point size	Shift + F2	N/A
Undo last action	Ctrl + Z	Command + Z
See a list of available shortcuts	Ctrl+ Shift + L	Ctrl+ Shift + L

Parent topic: Contacts