Agendus for Palm OS - Iambic

Agendus for Palm OS, Version 11
Contact Networking (Agendus Pro Only)
Now managing inter-relations between contacts is easier than ever with Contact
Networking, a new feature in Agendus Pro. To access Contact Networking, switch to
Contacts view and tap the Contacts icon, bringing up the Contacts Views pop-up menu.
Tap the Networking mode icon.
There are two ways create a link between two or more contacts. The first method is
simply to, using the style, drag one contact’s name onto another. This will place the
second contact directly under and to the right of the original contact, and will put a
chain link icon with the relationship type next to the sub-contact’s name.
The second method is to open a contact’s information in a card by tapping the contact
name, and then tapping the Edit button to make changed. In Edit mod, find the chain
link icon in the lower right corder, and tap it. This opens up The Linked Contacts panel.
From within the Linked Contacts panel, tap Add, which will open up the New Link
panel. In this new panel, you can find a contact by typing their name in the field
provided, or select them from a list of recently used contacts. You can change the
nomenclature used to display contact data by tapping the green box just below the
contact icon, selecting which order their names are displayed (First, Last, Company)
from a pull down menu.
As you enter a contact’s name, Agendus will attempt to use the letters you type to find
the nearest matching name in your contacts database. If the name you are entering is
not in your contacts list, Agendus will prompt you to add it.
Once you have established which contact you wish to add, select the relationship type
from the pull down menu, which presents a list of commonly used Relationships. This
list is editable to you custom needs.
Note: Relationships can be either directional, or non-directional. An example of a
directional relationship is “Assistant”, as one person in the relationship is assisting the
other. Agendus will add “of” to the description of an assistant that you enter. For example,
if you enter John as an assistant to Mary, then John’s contact card will show:
“John, assistant of: Mary”.
When you are done, tap OK, and the contacts are linked.
Networking Smart Build (Agendus Pro Only)
Agendus Pro can attempt to automate this task for you by examining contacts you add
based on their last name or company name. To do this, go to the Linked Contacts panel
and tap the Find Contacts button.
The Find Contacts panel that appears gives you four selectable check boxes to use to
search your contacts for related information. These are:
• Meetings Attended
• Common Last Name
Contact Networking (Agendus Pro Only) 45