Secure PHP Development- P72 potx

As an administrative user, you can create categories by clicking on the Contact Manager Admin link in the upper-left of the search interface.. Adding categories To add a new category, cl

Because there are no contacts entered into the system yet, searching will result

in no matches Before contacts can be added, categories and subcategories have to

be created As an administrative user, you can create categories by clicking on the Contact Manager Admin link in the upper-left of the search interface The interface shown in Figure 9-4 displays

Figure 9-4: The contact manager administrative interface.

From here you can add, modify, and delete categories and contacts

Adding categories

To add a new category, click the Add Category link, which brings up an interface as shown in Figure 9-5

Filling out the new category information (name, description) and clicking the Add button creates the new category Note that first you have to create a primary (parent) category to create a subcategory Only subcategories hold contact informa-tion The example in Figure 9-5 shows a category called Vendors being created Create a new subcategory by clicking on the Add Category link from the adminis-trative menu shown in Figure 9-4 Once again you will see a screen like Figure 9-5 Figure 9-6 shows that we are creating a sub-category called Communication Vendors

as a sub-category of Vendors

Figure 9-5: Adding a new category information.

Figure 9-6: Adding a new subcategory (Communication Vendors) under a parent category (Vendors).

Adding a contact

To add a contact in a subcategory, do the following:

1 Go to the search interface as an administrative user and click on the Contact Manager Admin link.

2 Click on the Add Contact link, which shows a Web form similar to the one shown in Figure 9-7.

3 Select the category and then select the subcategory Do not enter any

information until you’ve selected the appropriate subcategory

4 Enter all the contact information you have available in the data fields.

If you want to find this contact via certain keywords, make sure you add the keywords in a comma-separated list in the appropriate keyword field

in this form

5 If you want to set reminders for yourself regarding future meetings or calls that you want to be reminded of via the intranet messaging sys-tem, add the reminders in the reminder fields with the appropriate data.

6 After you’ve filled in the contact’s information, submit the contact data

to be added in the database.

Figure 9-7: Adding a new contact.

Searching for a contact

To find a contact in your contact database, click on the Contact Manager link on your home page and enter the contact’s first name or company name or select a cat-egory or keywords Currently, the address fields (company/home) are not searchable but you should try to add search capability for these fields as a learning experience

To find a contact by first name, for example, enter the name in the search inter-face’s Contact Name field and click the Find button Figure 9-8 shows a user

enter-ing joe as the name in the search interface.

The result of the search is shown in Figure 9-9

Figure 9-8: Searching for a contact.

Figure 9-9: Brief search results.

To view a detailed version of the search results, click on the name of the contact.

A detailed result screen displays, as shown in Figure 9-10

Figure 9-10: Detailed search results.

Sending e-mail to a contact

When you view detailed information about a contact, you can click on the Email link and send an e-mail to the contact, as shown in Figure 9-11

The e-mail will be stored in the contact database along with the contact When you search for this contact again, the e-mail will be available for review This is a great way to keep in touch with leads in your contact database

Searching for contacts in a subcategory

You can find all the contacts in a subcategory by selecting the subcategory on the Contact Search screen For example, Figure 9-12 shows that a user wants to find all the contacts in Communication Vendors subcategory of the Vendors parent category