Phone Amego User's Guide

Contact Cards

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Phone Amego allows you to keep a database of cards with information about each caller. When

you click on a card icon in any window, the corresponding contact card is opened or created as

needed. Any information from your Address Book is filled in automatically and you are prompted

to enter a note. A card icon with a color background indicates there are previous notes for this

caller.

How Phone Amego Can Help You Organize Your Call Notes

Each card represents a caller or contact. Cards are indexed by the Caller ID name and number.

You can enter as many contact names and numbers as desired on a single card, and Phone

Amego will find that card when a call matches any of these entries. If you get a call from cell

phone with no name for example, you can open a card and enter the name. The next time that

person calls, you'll see the first name listed on their card. If you get calls from different people at

a large company, you can have them pull the same card by company name, or pull up separate

cards by matching their individual phone numbers. Phone Amego will look for a matching phone

number first, and then look for a matching name.

Each call is represented by a table entry showing the time and any notes for that call. Call

entries are created automatically when you retrieve the card for that call. Deleting the note text

will remove that entry when the card is saved. Double clicking on the time will show the

corresponding entry in the Call Log if it exists. Log entries are normally created when the call

ends to capture the call duration.

Contact Cards make it easy to take notes at any time during or after a call. You can open a card

for the last dialed or answered call by pressing Control-Shift-N. When a Contact Card is

opened, the curser is positioned to begin typing. When you are done typing, you can press Enter

to save your text and close the card.

You can select a highlight color used to display the card icon. The card icon could appear in yellow

for example when an important client calls to alert your team as soon as the phone rings. You

can also assign a label or category to each card.

URLs (if any) will be processed similar to Event URLs to substitute the Caller ID name and phone

number as specified.

Storage and Synchronization

Each card is stored as a text file with simple tags allowing them to be indexed by Spotlight and

backed up by Time Machine, but the best part is how they can be shared.

There are now cloud based folder synchronization services designed for mobile devices. The most

popular one is Dropbox which earns high marks for its speed and simplicity. It allows you to sign

up for a free Dropbox account and create a folder on your hard drive that is automatically

synchronized between all your computers that use that account. The first 2 GB of data are free.

After that, you pay a small fee per month. Other service options include SpiderOak and Wuala.

By having all your computers connect to the same Dropbox, notes added on one computer will

automatically appear on all your other computers without you needing to setup or manage a

database server. Even better, you can connect to this Dropbox from anywhere on the Internet.

Since each user has a complete copy of the database, there is no single point of failure. If you

sometimes work remotely, you can access the same information in the same way. Changes will

be distributed the next time your machine connects to your Dropbox. If there's a conflict,

Dropbox keeps previous versions and allows you to reconcile them.

Connecting with Dropbox

Once you have created a Dropbox folder on your computer, simply move the "Phone

Amego.paLibrary" folder to be inside your Dropbox, then set the "Card Library Folder" (in the

Logging section under the More tab) to point to its new location. If you are adding Dropbox on

another computer, give it a few minutes to initially synchronize all your files, and then set the

"Card Library Folder" to the corresponding folder in your Dropbox. You now have a distributed

caller database that allows you to keep notes on each caller and pull them up on any computer

running Phone Amego as needed. Great for tracking calls when different people can answer the

phone.

User Interface Hints

The Caller Card window uses "ComboBox" controls for maintaining a list of entries.

To add an entry to a list, type in a new value and press return or enter.

To change an entry, click on the entry you want to edit in the pull down menu first, and then

change its value. If you make the string empty. The previous entry will be deleted. To cancel

editing a previously selected entry, open and close the pull down menu without clicking on a

menu item.

To move an entry to the top of the list, press Control while you select that entry.

If you use Dropbox to synchronize your Card Library folder, any notes you make will be

synchronized with your other Dropbox computers when the card is saved. Other hosts which

then open that card will see your notes. Synchronization normally takes only a few seconds. If

after opening a card you decide you don't want to publish any notes for this call, press the

window close button to close the card without saving any changes.

If you double-click on a Contact Card file with the ".paCard" extension, it will open in Phone

Amego. Phone Amego will ignore any files in your Card Library Folder that do not have the

".paCard" extension.

Card File Format

Phone Amego card files are stored as UTF-8 encoded text files with simple tags at the start of

each line. The following tags are currently used:

<filename>

<contact>

<address>

<city>

<highlight>

<description>

<phone>

<email>

<url>

<label>

<notes>

<date>

A card may contain any number of <contact>, <phone>, <email>, <url>, or <date> lines. Any

text not preceded by a tag will be ignored. Only the <notes> tag can include text beyond the

end of the current line up to the end-of-file. After the <notes> tag, <date> tags indicate the

date for any note text that follows.

This format was chosen to be easily readable in any text editor.

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