Chronos iTriumph User manual

iTriumph™ User Guide
Chronos Inc.
January 26, 2014
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© 2014 Chronos Inc. All rights reserved.
Under the copyright laws, this user guide may not be copied, in whole or in part, without the written consent of
Chronos. Your rights to the software are governed by the accompanying software license agreement.
Every effort has been made to ensure that the information in this user guide is accurate. Chronos is not respon-
sible for printing or clerical errors.
Chronos Inc.
www.chronosnet.com
iTriumph, the iTriumph logo, and the Chronos logo are trademarks of Chronos Inc.
Apple, iPhoto, Mac, Macintosh, Mac OS, and Finder are trademarks of Apple Inc., registered in the U.S. and other
countries.
All other trademarks, registered trademarks, service names, product and/or brand names are the sole property
of their respective owners. Mention of third-party products is for informational purposes only and constitutes
neither an endorsement nor a recommendation. Chronos assumes no responsibility with regard to the per-
formance or use of these products.
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Chapter 1—Welcome
Are you a SOHO Organizer user? 6
Learning to Use iTriumph 7
Chapter 2—Installation
System Requirements 8
Installing iTriumph — Chronos Version 8
Important Library Folder Information 8
Uninstalling iTriumph — Chronos Version 8
Chapter 3—Accounts
Personal Account 10
Local Accounts 10
CardDAV Accounts 11
Popular Commercial CardDAV Accounts 13
CalDAV 13
iCloud, Google, & Yahoo Calendar 14
Chapter 4—Using iTriumph
The Window 16
Tabs 16
Switching The View In a Tab 17
View Settings 17
Helper Applications 18
Chapter 5—Creating and Working with Contacts
Contact Card View 19
Contact List View 20
Creating and Working with Contacts 21
Creating and Working with Groups 22
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Smart Groups 22
Searching Contacts 23
Merging Contacts 24
Working With Contact Fields 25
Automatic Postal Code Lookups 26
Working With Blocks 26
Messages & FaceTime 29
Phone Formatting 30
Attachments 30
Contact Links 30
Printing Labels, Envelopes, and More. 31
Chapter 6—Creating and Working with Calendars
Calendars Sidebar 32
Mini Months 33
Creating a Calendar 33
Creating Calendar Groups 35
Subscribing To Calendars 36
Publishing Calendars 37
iCloud Public Calendar Sharing 38
Calendar Themes 38
Tasks Sidebar 39
Day View 40
Week View 41
Month View 42
Year View 43
Calendar List View 43
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Journal View 44
Weather 44
Searching Calendars 45
Printing Calendars 46
Desktop Calendar 46
Chapter 7—Creating and Working with Events and Tasks
Creating and Working with Events 48
Creating and Working with Tasks 49
Working in Different Time Zones 50
Time Zone Tips 51
Viewing Event/Task Details Without Opening 52
Recurring Events 52
Recurring Tasks 53
Alarms 54
Attendees 55
Chapter 8—Miscellaneous
Importing/Exporting Contacts 56
Importing/Exporting Calendars 56
Archiving Events & Tasks 57
Spelling, Grammar, Substitutions, & Transformations 59
Personal Database Backups 59
Finding and Merging Duplicate Groups, Contacts, Calendars, Events & Tasks 60
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Chapter 1—Welcome
iTriumph is an integrated contact, calendar and journal for Mac OS X. It sports all the conveniences of a modern
information manager. Its flexible interface lets you view your information many different ways including pow-
erful list views that can be sorted and filtered. iTriumph synchronizes seamlessly with cloud-based services
(iCloud, Google Calendar, etc.) so you have access to your latest calendars and contacts.
Are you a SOHO Organizer user?
iTriumph is a new product built using SOHO Organizer's code base. In order to move the product forward in this
new era of cloud-based solutions, we had to make some major under-the-hood changes/improvements. This
meant that we had to remove some features that either wouldn't seamlessly translate to a cloud-based world
or that are no longer supported in OS X Mavericks (like Sync Services). We aim to add back some of these fea-
tures in a new and improved way over time. Other features likely won't return for various technical reasons. If
these removed features are critical for your workflow, then iTriumph is not currently a replacement for SOHO
Organizer. If the removed features don't affect your workflow, then iTriumph is a replacement for SOHO Organ-
izer. We think iTriumph will meet the majority of our customers' needs today and certainly in the coming years
as we add features and improve the product. Development has ceased on SOHO Organizer since we believe
iTriumph represents the future.
Removed Features. The most notable feature removed is local calendar and contact syncing (by "local", we
mean calendars and contacts stored on your computer and not in the cloud). We previously supported local
syncing using Apple's Sync Services technology. Apple removed Sync Services completely from OS X Mavericks
which means it's no longer available. Apple is recommending users instead use network or cloud-based solu-
tions like iCloud, CalDAV, CardDAV, etc. iTriumph supports local calendars and contacts, but there isn't a way to
synchronize this data with other software like iTunes or your iPhone. b) Attaching notes, events, and tasks to
contacts has been removed since this feature has never been available for cloud-based contacts (you can still
enter inline notes for any contact since that is supported by CardDAV). c) Support for incoming/outgoing SMS
messages, Bluetooth dialing, and modem dialing has been removed since the ubiquitous iPhone doesn't have
API support for any of these. d) The Desktop Calendar feature has been removed since we have a separate ap-
plication called Spotlife which performs this feature on a much grander scale (see "Upgrade Pricing" below for
special pricing).
Separate Applications. SOHO Organizer consists of three applications: SOHO Organizer, SOHO Notes, and
SOHO Print Essentials. When SOHO Organizer was originally released, the Mac App Store didn't exist. When Ap-
ple introduced the Mac App Store, they announced that it didn't support suites of applications (all applications
are sold individually). Apple even followed this paradigm switch by breaking iWork into three separate applica-
tions on the Mac App Store: Pages, Keynote, and Numbers. So iTriumph will stand on its own, but going for-
ward, it will still integrate with the successors to SOHO Notes and SOHO Print Essentials (see below).
SOHO Notes. Development has ceased on SOHO Notes as it will be replaced in 2014 by a new product called
NoteLife (the same name as its iOS counterpart). This new product will be based on SOHO Notes and it will offer
cloud-based synchronization of notes. We plan to integrate these cloud-based notes with iTriumph over time.
At this point, we don't have any official announcements to make in terms of when the new NoteLife product
will be available or the type of cloud-based syncing it will support
SOHO Print Essentials. Development has ceased on SOHO Print Essentials and it has been replaced by Print-
Life which offers many new features not available in SOHO Print Essentials. Just like SOHO Organizer, iTriumph
does not have built-in capabilities for printing labels, envelopes, etc. If you need these capabilities, we recom-
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mend you purchase PrintLife. Please note that PrintLife currently cannot access contacts stored in an iTriumph
local database (stored on your computer and not in the cloud). Instead, it works with the contact accounts (On
My Mac, iCloud, Exchange, Google, etc.) you have setup in Apple's Contacts application.
Data Migration. If you're already using cloud-based solutions like iCloud for your calendars and contacts, you
can simply enter your account information into iTriumph and your data will download and appear. Here’s how:
1) Launch iTriumph.
2) Choose iTriumph > Preferences > Accounts.
3) Click Add (+) and select iCloud or whatever service you’re using and then follow the onscreen steps.
If you're storing your calendar and contact data locally (on your computer and not in the cloud), then you'll
need to export it from SOHO Organizer in iCal/vCard format and then create a local account in iTriumph where
you can import it. Since attached notes, daily notes, and journal entries in SOHO Organizer are basically notes in
SOHO Notes, there isn't currently a way to migrate these items to iTriumph. Once the transition from SOHO
Notes to the new NoteLife products takes place, we expect this situation to change since iTriumph will be able
to access these notes from the cloud
Learning to Use iTriumph
To learn how to use iTriumph, consult these resources:
User Guide
This guide describes the features and shows how to use iTriumph.
Onscreen Help
Help tags are available for many of the items in the iTriumph window. To see the help tags, let the pointer rest
over an item for a couple of seconds.
Technical Support
Chronos provides various support options for iTriumph. See http://www.chronosnet.com/Support/index.html
for technical support options.
Web Resources
Go to http://www.chronosnet.com/Products/index.html to get the latest software and updates for iTriumph.
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Chapter 2—Installation
This chapter will discuss the steps required to install iTriumph. This chapter will also describe how to uninstall
the product.
System Requirements
✦Mac OS X v10.9.1 or later
✦100 MB of available disk space
Installing iTriumph — Chronos Version
If you downloaded iTriumph from the Chronos website, you should see an iTriumph disk image on your desk-
top.
1) Open the iTriumph disk image on your Desktop.
2) Drag and drop the iTriumph application icon into your Applications folder or other folder of your choice.
Important Library Folder Information
In order to uninstall or transfer certain files/folders, you’ll need to be able to locate the“Library”folder inside of
your Home folder. This Library folder is different from the Library folder located at the root level of your your
computer which sometimes causes some confusion.
Starting in Mac OS X 10.7 or later, locating the Library folder inside of your Home folder is a little harder than it
used to be because Apple now hides this folder. To make this Library folder visible in the Finder, hold down the
Option key on the keyboard as you click the "Go" menu in the menu bar at the top of the screen. When you do
this, you'll see a "Library" menu item in the menu that appears. This "Library" menu item only appears if you
hold down the Option key when selecting this menu. Simply choose this "Library" menu item and a Finder
window will open and show you the contents of this normally hidden Library folder.
Uninstalling iTriumph — Chronos Version
The below steps describe how to uninstall all of the components related to iTriumph. Please perform the steps
in the order listed.
STEP A. Quit the background helper applications:
iTriumph uses several helper applications to provide services when it's not running. The helper applications run
in the background so you don't normally see them running. You'll need to quit these helper applications before
you can delete the iTriumph applications. Here's how:
1) Launch iTriumph
2) Choose iTriumph > Helper Applications
3) Click Quit Helper Applications
4) Quit iTriumph
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STEP B. Uninstall the software:
To completely delete iTriumph and remove all files related to it, please drag the below items to the Trash and
then empty the Trash. The path for each item is provided. The "~" symbol in a path denotes your Home folder.
For example, the path "~/Library" means you first select your Home folder in the Finder and then you select the
Library folder. This path is different from "/Library" which is the main Library folder at the root level of your hard
disk.
1) The iTriumph Application. The iTriumph application is stored at the following location on your computer
unless you installed it elsewhere:
/Applications/iTriumph
2) Your Preferences. These files contains your preferences and settings for the software. They are located at
the following location on your computer where ~ denotes your HOME folder:
~/Library/Preferences/com.chronos.iTriumph.plist
~/Library/Preferences/com.chronos.iTriumphBackup.plist
~/Library/Preferences/com.chronos.iTriumphReminders.plist
3) Spotlight Metadata. This folder contains Spotlight metadata that iTriumph automatically generates as
needed. It is located at the following location on your computer where ~ denotes your HOME folder:
~/Library/Caches/Metadata/Chronos
STEP C. Delete your data:
Now that you've deleted all the files related to the application itself, you can delete the folder containing your
database(s) and the folder containing your backups. WARNING: These folders may contain your valuable data so
delete with care. To delete your databases and backups, drag the below items to the Trash and then empty the
Trash:
1) Your Databases. This folder contains both your local databases and the databases the software uses to
store copies of your cloud-based accounts. Your local database(s) contain the journals, contacts, and calen-
dars stored only your computer so delete with care. The databases containing your cloud-based accounts
may contain changes that haven’t been uploaded to the respective cloud-based service so make sure
you’ve synced all cloud-based accounts before deleting. The databases folder is stored at the following lo-
cation on your computer where ~ denotes your HOME folder:
~/Library/Application Support/Chronos/iTriumph Accounts
2) Your Backups. This folder contains your Personal database backups so take care before deleting. It is
stored at the following location on your computer where ~ denotes your HOME folder:
~/Library/Application Support/Chronos/iTriumph Backups
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Chapter 3—Accounts
iTriumph integrates your calendar, contacts, and journal in a single application to provide you with clarity for
your life. iTriumph is capable of accessing and storing information in local accounts (stored on your computer)
and cloud-based accounts like iCloud where your information is stored elsewhere (a server on the internet). The
purpose of this chapter is to show you where your information is stored.
Personal Account
A personal account containing your information (journals, contacts, and calendars) is automatically created the
first time you launch the software. This account is stored locally on your computer and the information stored
in this account is never synchronized with any other applications or cloud-based services. It is thus an ideal
place to store information that you don’t want leaving your computer.
The personal account is stored in a database called “Personal.itriumphdb” at the following location on your
computer where ~ denotes your HOME folder:
~/Library/Application Support/Chronos/iTriumph Accounts/Personal.itriumphdb
There are several benefits to using an integrated account where journals, contacts, and calendars are all stored
in the same database:
✦Seamless Linking. Information can seamlessly be linked to each other without complications.
✦Persistent Relationships. Since all your information is stored in the same database, relationships between
items cannot be broken accidentally or easily. When items are in separate databases, you must be careful to
always keep the separate databases together since their contents are tightly related.
✦Portability. Moving a database from one computer to another is easy since journals, contacts, calendars
and their relationships are all stored in a single database file.
✦Simple Backups. Backing up all your important information is easier because you only have one database
to manage.
IMPORTANT NOTE: Under no circumstances should your personal database be moved, renamed, double-
clicked, or otherwise altered. The software includes a convenient backup feature to help you easily maintain
frequent backups of the database.
Local Accounts
You’re not limited to using just your Personal account. In fact, you can create and use as many local accounts as
you’d like. Each local account is stored in a separate database. The journal, contact, and calendar data in an ac-
count is completely independent from data in other accounts which is really nice if you want to further sepa-
rate or categorize your data beyond what’s possible within a single database.
To create a new local account:
1) Choose iTriumph > Preferences > Accounts. The Accounts preference pane shows you all of the accounts
that the software will automatically open when launched.
2) Click Add (+). A new account sheet will appear.
3) Choose Local Database as the Account Type.
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4) Enter your account name and click OK. The account will appear in your list of accounts. The account will
now automatically appear in the Groups and Calendars sidebars.
All local accounts are automatically saved at the following location on your computer where ~ denotes your
HOME folder (this path cannot be changed):
~/Library/Application Support/Chronos/iTriumph Accounts/
To enable/disable an existing local account:
There may be times when you don’t want the data from a particular local account to show up in the software.
You can temporarily disable a local account at any time without deleting it and then re-enable it at any time as
well.
1) Choose iTriumph > Preferences > Accounts. The Accounts preference pane shows you all of the accounts
that the software will automatically open when launched.
2) Select the account you want to enable or disable.
3) Check or uncheck Enable this account. The account will now automatically appear or disappear from the
Groups and Calendars sidebars.
To delete an existing local account:
1) Choose iTriumph > Preferences > Accounts. The Accounts preference pane shows you all of the accounts
that the software will automatically open when launched.
2) Select the existing account you want to remove or delete.
3) Click Delete (-).
CardDAV Accounts
CardDAV is an open standard address book access protocol that allows access to contacts that are in the popu-
lar vCard format over the WebDAV extensions to the HTTP protocol. CardDAV allows users to share contacts
with others. CardDAV servers only appear in contact views and cannot be used to store calendars. Chronos
does not provide a CardDAV server nor does it support the set up or maintenance of one. iTriumph is simply a
client of a CardDAV server.
To connect to a CardDAV server:
The administrator of the CardDAV server should provide you with the following information, so you can con-
nect to the CardDAV server:
✦Server Address. This is the address or URL to the CardDAV server.
✦User Name and Password. This is your login information to the CardDAV server.
Once you have this information you’re ready to connect to a CardDAV server.
1) Choose iTriumph > Preferences > Accounts. The Accounts preference pane shows you all of the accounts
that the software will automatically open when launched.
2) Click Add (+). A new account sheet will appear.
3) Choose CardDAV as the Account Type.
4) Enter a description for the CardDAV server. This can be anything you want.
5) Enter the server address of the CardDAV server.
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6) Enter your user name and password information.
7) Click OK. The CardDAV account will appear in your list of accounts and the software will connect to the
CardDAV server. The CardDAV server will appear in the Group sidebar like any other database.
To get the latest changes from a CardDAV server:
Any time you add, edit, or delete a contact or group the change is made immediately on the CardDAV server.
However, changes that are made on the CardDAV server by other users won’t be made available on your com-
puter until iTriumph checks for any new changes. When you connect to a CardDAV server you can specify how
often iTriumph checks for new changes. You can also manually check for new changes.
1) Choose iTriumph > Preferences > Accounts.
2) Select a CardDAV server.
3) Click Refresh Now.
4) Select how often you want iTriumph to check for changes made on the CardDAV server from the Refresh
pop-up menu.
Or:
1) Choose File > Refresh or File > Refresh All.
To enable/disable a CardDAV account:
There may be times when you don’t want to connect to a particular CardDAV account and have it show up in
the Group sidebar. You can temporarily disable a CardDAV account at any time without removing it from your
list of accounts and then re-enable it at any time as well.
1) Choose iTriumph > Preferences > Accounts.
2) Select the CardDAV account you want to enable or disable.
3) Check or uncheck Enable this account. The CardDAV account will appear/disappear from the Group sidebar.
To take an account online/offline:
Normally when you make a change in a CardDAV account, the change is immediately synced to the CardDAV
server. There may be times, however, when you want to work offline and delay connecting to the CardDAV
server to sync changes. This may be the case, for example, when you have a poor Internet connection, no Inter-
net connection, or a billable Internet connection.
You can tell that a particular account is offline because the following badge will appear to the right of the ac-
count name in the Group sidebar.
You can take your CardDAV account offline whenever you want. When you take your CardDAV account online
again, all of your changes will automatically be synced with the CardDAV server and vice versa.
1) Choose File > Online Status > Take “You Account Name”Online/Offline to take a particular account online/
offline. If an account is offline, you can also click the offline badge to bring it online again.
2) Choose File > Online Status > Take All Account Online/Offline to take all of your CardDAV accounts online/
offline.
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Popular Commercial CardDAV Accounts
iTriumph works with several popular CardDAV services that are commercially available including: iCloud Con-
tacts, Google Contacts, and fruux Contacts. All of these cloud-based services are based on CardDAV technology.
For your convenience, iTriumph has simplified setups for these popular services which work like any other
CardDAV account as described in the previous section.
To set up these popular CardDAV accounts:
1) Choose iTriumph > Preferences > Accounts.
2) Click Add (+). A new account sheet will appear.
3) Choose iCloud Contacts, Google Contacts, or fruux Contacts.
4) Enter your account ID and password.
5) Click OK.
CalDAV
CalDAV is an open standard calendar access protocol that allows access to calendars that are in the popular
iCalendar format over the WebDAV extensions to the HTTP protocol. CalDAV allows users to publish calendars,
events, and tasks and collaborate on them. CalDAV servers only appear in calendar views and cannot be used to
store contacts. Chronos does not provide a CalDAV server nor does it support the set up or maintenance of one.
iTriumph is simply a client of a CalDAV server.
To connect to a CalDAV server:
The administrator of the CalDAV server should provide you with the following information, so you can connect
to the CalDAV server:
✦Server Address. This is the address or URL to the CalDAV server.
✦User Name and Password. This is your login information to the CalDAV server.
Once you have this information you’re ready to connect to a CalDAV server.
1) Choose iTriumph > Preferences > Accounts. The Accounts preference pane shows you all of the accounts
that the software will automatically open when launched.
2) Click Add (+). A new account sheet will appear.
3) Choose CalDAV as the Account Type.
4) Enter a description for the CalDAV server. This can be anything you want.
5) Enter the address of the CalDAV server.
6) Enter your user name and password information.
7) Click OK. The CalDAV account will appear in your list of accounts and the software will connect to the
CalDAV server. The CalDAV server will appear in the Calendars sidebar like any other database.
To get the latest changes from a CalDAV server:
Any time you add, edit, or delete an event or task in a calendar, the change is made immediately to the calen-
dar on the CalDAV server. However, changes that are made to a calendar on a CalDAV server by other users
won’t be made available on your computer until iTriumph checks for any new changes. When you connect to a
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CalDAV server you can specify how often iTriumph checks for new changes. You can also manually check for
new changes.
1) Choose iTriumph > Preferences > Accounts.
2) Select a CalDAV server.
3) Click Refresh Now.
4) Select how often you want iTriumph to check for changes made on the CalDAV server from the Refresh
pop-up menu.
Or:
1) Choose File > Refresh or File > Refresh All.
To enable/disable a CalDAV account:
There may be times when you don’t want to connect to a particular CalDAV account and have it show up in the
Calendars sidebar. You can temporarily disable a CalDAV account at any time without removing it from your list
of accounts and then re-enable it at any time as well.
1) Choose iTriumph > Preferences > Accounts.
2) Select the CalDAV account you want to enable or disable.
3) Check or uncheck Enable this account. The CalDAV account will appear/disappear from the Calendars side-
bar.
To take an account online/offline:
Normally when you make a change in a CalDAV account, the change is immediately synced to the CalDAV
server. There may be times, however, when you want to work offline and delay connecting to the CalDAV server
to sync changes. This may be the case, for example, when you have a poor Internet connection, no Internet
connection, or a billable Internet connection.
You can tell that a particular account is offline because the following badge will appear to the right of the ac-
count name in the Calendar sidebar.
You can take your CalDAV account offline whenever you want. When you take your CalDAV account online
again, all of your changes will automatically be synced with the CalDAV server and vice versa.
1) Choose File > Online Status > Take “You Account Name”Online/Offline to take a particular account online/
offline. If an account is offline, you can also click the offline badge to bring it online again.
2) Choose File > Online Status > Take All Account Online/Offline to take all of your CalDAV accounts online/
offline.
iCloud, Google, & Yahoo Calendar
iTriumph works with several popular CalDAV services that are commercially available including: iCloud Calen-
dar, Google Calendar, Yahoo Calendar, and fruux Calendar. All of these cloud-based services are based on
CalDAV technology. For your convenience, iTriumph has simplified setups for these popular services which work
like any other CalDAV account as described in the previous section.
To set up these popular CalDAV accounts:
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1) Choose iTriumph > Preferences > Accounts.
2) Click Add (+). A new account sheet will appear.
3) Choose iCloud Calendar, Google Calendar, Yahoo Calendar, or fruux Calendar.
4) Enter your account ID and password.
5) Click OK.
15

Chapter 4—Using iTriumph
The purpose of this chapter is to acquaint you with the basics of using iTriumph.
The Window
When you first launch iTriumph the main window will appear. This window can display journal, contact, and
calendar views.
You can open as many windows as you want and each window can display different information.
To open another window:
1) Choose File > New Window.
Tabs
You can open journal, contact, and calendar views in separate tabs in a single window rather than opening
multiple windows. This allows you to open and manage multiple views from a single window.
To open a view in a new tab:
1) Choose File > New Tab or click Add Tab (+) on the right side of the tab bar.
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By default new tabs will automatically be selected. This can be disabled in iTriumph > Preferences > Tabs.
To close a tab:
1) Click Close (X icon) on the left side of the tab.
Switching The View In a Tab
You can change the view that appears in a tab at any time.
To switch the view in a tab:
1) Click Settings (gear icon) on the right side of the tab. The Settings window will appear.
2) Select the desired view.
3) OR choose the view from the View menu.
View Settings
You can change the view that appears in a tab at any time.
1) Click Settings (gear icon) on the right side of the tab. The Settings window will appear. It will show you set-
tings related to the current view.
2) Change any of the settings as desired.
3) Click the Preferences button in the upper right-hand corner to open the preferences related to the current
view.
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Helper Applications
iTriumph uses several helper applications to provide services when it’s not running. The helper applications run
in the background so you don't normally see them running. Below is a list of the various helper applications
used by iTriumph. While you’ll likely never have to deal directly with these helper applications, we mention
them in case you see them in the Activity Monitor or other similar application.
✦iTriumph Reminders. This helper application is responsible for handling alarms when iTriumph isn’t run-
ning. This helper application is located inside of the iTriumph application.
✦iTriumphBackupAgent. This helper application is responsible for performing scheduled database back-
ups. This helper application is located inside of the iTriumph application.
The helper applications access your database(s) so you need to make sure they’re not running before you
manually replace a database file; uninstall the software; or install new versions of the software. Otherwise, you
might get an error message in the Finder telling you that the file is in-use and can’t be moved or deleted.
To see a list of running helper applications:
1) Launch iTriumph.
2) Choose iTriumph > Helper Applications. The Helper Applications window will appear and show you a list of
all the running helper applications.
3) Click Cancel.
To quit all of the running helper applications:
1) Launch iTriumph.
2) Choose iTriumph > Helper Applications. The Helper Applications window will appear and show you a list of
all the running helper applications.
3) Click Quit Helper Applications.
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Chapter 5—Creating and Working with Contacts
The purpose of this chapter is to describe how to create and work with contacts including several unique and
powerful management features.
Contact Card View
The Contact Card view is the most popular contact view because it lets you organize your contacts in groups,
quickly make contact selections, browse contact information, and edit contacts. The Group column displays the
groups of contacts you have created. Groups are used to organize your contacts: Friends, Family, Co-Workers,
etc. Furthermore, the Group column will display any other databases that you are connected to.
The Name column displays the contacts in the selected group. You can sort the Name column, change the size
of text used, and change the display order of contact information.
The card region is used to display and edit the details of a contact such as its phone number, email addresses,
etc. These details are grouped into blocks.
To open the Contact Card view:
1) Choose View > Contact Card or Contact List.
To sort the contacts in the Name column:
1) Choose iTriumph > Preferences > Contacts > General.
2) Change the Sort By selection.
To change the default display order of contact information:
1) Choose iTriumph > Preferences > Contacts > General.
2) Change the Display Name Order selection.
To change the current display order of contact information:
1) Choose Contact > Name Ordering and then choose the desired name ordering. Choose Default if you want
to use the default name ordering specified in the Contact preferences.
To hide the Group and Name columns:
1) Choose View > Hide Contact Columns.
To choose the size of the text in the Group and Name columns:
1) Choose iTriumph > Preferences > General.
2) Change the List Font Size selection.
To show/hide the Alphabet Bar:
1) Choose iTriumph > Preferences > Contacts > General.
2) Select Show the Alphabet Bar.
To choose the letters that always appear in the Alphabet Bar:
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The letters that automatically appear in the Alphabet Bar are based on the current sort field. For example, if
you’re sorting by last name, then a letter for every last name in the current list will automatically appear in the
Alphabet bar. Notwithstanding the automatically added letters, you may want certain letters to always appear
in the Alphabet Bar even if no last names contain those letters. This feature is useful for international users
whose standard alphabets contain letters other than A-Z.
1) Choose iTriumph > Preferences > Contacts > General.
2) Enter letters in the Alphabet bar letters field.
To filter your contacts using the Alphabet Bar:
1) Click a letter in the Alphabet Bar to see all the contacts in the currently selected group whose last name
starts with that letter. If a contact is an organization then the organization name is used instead of the last
name.
2) Click “#”in the Alphabet Bar to see all the contacts in the currently selected group whose last name (or or-
ganization name) starts with a non-alphabet character.
3) Click “All”to see all the contacts in the currently selected group.
To zoom in/out on the card region:
1) Click Settings (gear icon) on the right side of the tab. The Settings window will appear.
2) Use the zoom slider in the Settings to zoom in or out on the card region.
Contact List View
The Contact List view allows you to view and edit multiple contacts at once.
To open the Contact List view:
1) Choose View > Contact List.
To sort on a column:
1) Click on the column heading you wish to sort. A blue column heading indicates that the column is being
sorted on. The arrow in the column heading will indicate whether the column is being sorted in ascending
or descending order.
2) Hold down the Shift key and select another column to sort on. You can sort up to five different columns.
The number in the column heading will indicate the order in which the column is being sorted.
To choose the size of the text in the Contact List view:
1) Choose iTriumph > Preferences > General.
2) Change the List Font Size selection.
To edit text in a field:
1) Double-click inside the field you wish to edit.
2) Edit the field contents.
3) Press the return or tab key to save the change.
To add/remove columns from the Contact List:
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