Keep Mail, Contacts, and Calendars in Sync

Email, contact, and calendar data work together to help you with many day-to-day tasks, and they’re the ones you’ll most likely want to keep in sync across your Mac(s) and iOS device(s). Behind the scenes, they rely on different technologies to do their work—IMAP for email, CardDAV for contacts, and CalDAV for calendars—but the end result is that when you change email, contact, or calendar data on one device, iCloud pushes those changes to your other devices immediately.

This chapter discusses these three data types, but in the interest of simplicity, I’ve deliberately left out most of the boring instructions for doing things you may already know how to do or can figure out easily (or get help with by consulting the Help menu on your Mac or clicking the Help icon on the iCloud website).

In this chapter, I also explain how to Use Mail Drop, an iCloud feature that simplifies sending large attachments.

Work with iCloud Mail

Your iCloud account includes an email address in the icloud.com domain (and grandfathers in me.com addresses for those who had them before iCloud appeared—as well as, in some cases, mac.com addresses). Among other things, you also get 5 GB of free storage (shared with other iCloud services) and a lovely web interface for checking your email (see The Mail Web App).

In most respects, iCloud Mail is a conventional IMAP account. (For more on what that means, read my article FlippedBITS: IMAP Misconceptions.) It stores all your filed and sent messages on a server, which also tracks which messages you’ve read, replied to, or forwarded. The result is that you can access your email on any device (even with a third-party email client) or in a web browser, and see exactly the same messages, in the same locations, with the same status.

With default settings, as soon as you enable Mail in iCloud’s settings on each device, your iCloud Mail stays in sync across devices without any manual intervention—not because iCloud does anything special but because that’s the way IMAP works. However, iCloud Mail differs from run-of-the-mill IMAP accounts in several respects:

  • Setting up an iCloud Mail account on any Apple device is as easy as it gets—all you have to do is make sure Mail is turned on after entering your iCloud username and password.

  • When used with iOS devices, iCloud Mail offers optional push updates, meaning you’ll see messages the instant they come in rather than having to wait for the next scheduled check.

  • iCloud Mail has a good webmail interface that supports searching message contents, setting up auto-responses, forwarding email to another account, uploading attachments with Mail Drop (see Use Mail Drop), and creating rules that automatically sort messages.

  • Apple’s mail servers provide basic spam and virus filtering. (Unfortunately, the mail servers don’t seem to get smarter over time regarding what is spam and what isn’t, unlike the spam filter built into Mail for macOS.) However, when iCloud Mail encounters an incoming message that matches certain criteria that Apple doesn’t disclose, it doesn’t merely label the message as Junk or move it to a Spam mailbox—the iCloud server summarily deletes it without any notice to the sender or recipient. (You can read about this in Silent email filtering makes iCloud an unreliable option, at Macworld.) I find this approach disagreeable because all spam filters sometimes make mistakes.

  • You can add up to three aliases—extra email addresses whose incoming mail is automatically forwarded to your main Inbox.

  • iCloud Mail offers no way for you to use your own custom domain name. You may be able to forward email from another address to your iCloud Mail account, but you can’t change your iCloud email address to one in a personal domain, nor can you use iCloud Mail to send out email from a non-iCloud address.

  • iCloud offers no POP support at all.

  • Although turning on Mail in System Preferences > iCloud (Mac) or Settings > Your Name > iCloud (iOS) syncs your messages and mailboxes, several other types of Mail settings and data sync only when iCloud Drive is enabled: signatures, flag names, previous recipients, VIPs, and (only on Macs) rules and smart mailboxes.

On the whole, iCloud Mail is not bad as email accounts go, although you may prefer more customizability or need additional features. If so, keep in mind that email providers are a dime (or less) a dozen—anyone can get a free account from Gmail, Outlook.com, Yahoo, and numerous other sources. So, if you find the limitations of iCloud Mail a turnoff, you’re free to ignore it, or to use it only as a secondary account.

Use Mail Drop

One way to avoid the aggravations of emailing large attachments is to send links instead. In other words: copy a file to cloud storage, follow the cloud storage service’s procedure to get a URL for the file, and then email that URL. But that’s an inconvenient, multi-step process.

A better way, available in Mail on all platforms (macOS, iOS, and web), is an iCloud feature called Mail Drop. In iOS it’s always enabled. On a Mac, it’s enabled by default for iCloud email accounts; for other IMAP and Exchange accounts (but not POP accounts, which don’t support Mail Drop), go to Mail > Preferences > Accounts > Account Name > Account Information and select Send Large Attachments with Mail Drop (Figure 14). In the Mail web app on the iCloud website, enable it by clicking the gear icon in the sidebar, choosing Preferences, and clicking Composing. Then check Use Mail Drop When Sending Large Attachments.

Figure 14: Enable Mail Drop for each of your accounts to eliminate the pain of emailing large attachments.
Figure 14: Enable Mail Drop for each of your accounts to eliminate the pain of emailing large attachments.

With Mail Drop, you compose a message and drag files in to attach them, just as you normally would. But when you click the Send button, Mail uploads attachments totaling over 20 MB or so (and up to 5 GB) to iCloud and inserts a link to the files in the message.

When the message arrives, the recipient sees a link that can be used to download the attachments. iCloud stores sent attachments for 30 days and then deletes them.

Sync Your Contacts

iCloud’s Contacts feature lets you create, search, and organize an address book of the people and companies you interact with often. All the contact data synchronizes itself immediately among your various devices. Depending on which device you’re using at the moment, Contacts may give you options to dial a phone number, compose an email message, map an address, and perform other tasks relevant to the contact you’re currently viewing.

When you turn on Contacts in iCloud’s settings, syncing begins at once and continues in the background. In some situations you may be asked if you want to merge contacts on your device with contacts already in iCloud—nearly always, the answer is yes. (Similarly, if you turn off iCloud Contacts on a device, you’ll be asked whether you want to delete the local copy of those contacts; the answer to that is usually no.)

Most of the things you’ll need to do with contacts are self-explanatory. But two aspects of iCloud’s contact syncing have always struck me as a bit weird and annoying, so I want to say a few words about those here. (I also offer problem-solving pointers for contacts at the end of the chapter, in Troubleshoot Contact and Calendar Problems.)

Work with Contact Groups

Groups are nothing more or less than lists of contacts. If you create a group in the Contacts app on the iCloud website or in the Contacts app (or the older Address Book app) on a Mac—say, all the members of your volleyball team or the coworkers in your department—then you can later send a message to everyone in the group simply by typing the group’s name into the To, Cc, or Bcc field when you compose a new message in Mail. That’s the obvious use for groups—in fact, it’s the whole point. Putting contacts in a group does give you the secondary benefit of being able to quickly narrow searches to just group members, but there are other ways to accomplish that.

In iOS, you can use a group when addressing a Mail message. When you type the name (or partial name) of a group in a message’s To, Cc, or Bcc field, the list of potential matches from Contacts now includes matching groups (each helpfully labeled with the word Group). Tap a group to add all its members as recipients.

However, groups in iOS have three main limitations:

  • Mail adds all the email addresses for every group member to the address field. So if a contact has five email addresses in Contacts, all five of them are added. You’ll have to select them one by one in the address field and delete the ones you don’t want. But that’s tricky because Mail shows only the contact’s name, not the email address; to see which address any name uses, you must double-tap it to open the contact record and see which address has the word “Recent” next to its label. (No, that doesn’t make any sense to me, either.)

  • As of iOS 12, Contacts in iOS still offers no capability to create groups, and although you can add someone to a group, you can’t remove someone. You’ll have to do all that on your Mac (or in the Contacts web app).

  • Because Contacts for iOS has no concept of smart groups, any smart groups you created on your Mac won’t appear in iOS Contacts and thus won’t be available to iOS Mail.

Still, something is better than nothing, and perhaps a future version of iOS will overcome these limitations.

Share Your Contacts with Someone Else

Although iCloud offers calendar sharing (described later in this chapter), it includes no comparable feature for contacts—not even with Family Sharing (see Use iCloud Family Sharing). Sure, you can export one or more contacts in industry-standard vCard format and email them to someone else, but there’s no way to keep contacts in sync between users. Apple apparently expects each iCloud user to maintain an independent list of contacts, but lots of people want to share a list of contacts with a family member, so additions and updates can happen just once instead of duplicating all that effort.

One way to sort of work around this problem is to create a new iCloud account (see What If I Share an Apple ID with Someone?). On each of your devices (yours and those of the family members with whom you will share contacts), add that iCloud account as a secondary account (see Work with Multiple iCloud Accounts) and turn off all services for that account except Contacts. Then put all the contacts you want to share in that account—and, to minimize confusion, delete them from your individual accounts(s). (As a variation, say I want to share all my contacts with my wife. Since I trust her with my iCloud credentials, we can skip the third iCloud account—I’ll add my own account on her devices as a secondary account, but leave only Contacts enabled.)

If you do this, be sure to check which iCloud account is the default account for contacts on your iOS devices (Settings > Contacts > Default Account) so newly added contacts go where you expect them to.

However, this workaround is just that—a hack, not a solution. One downside to this approach involves your “me” card—the contact record that represents you. (To designate a card as “me” in Contacts for Mac, select the card and choose Card > Make This My Card.) You can’t have two separate “me” cards on any device, even if you have more than one iCloud account set up. So, if you designate a certain card as “me” in your personal iCloud account and the shared account has a card for you too, that change propagates to your shared account—meaning that all the people sharing those contacts have the same “me” card!

To avoid this problem, make sure your shared account doesn’t have cards for yourself or for anyone you’ll be sharing the account with.

Sync Your Calendars

iCloud’s Calendar feature stores events and appointments of all sorts, pushes updates to all your devices automatically, and lets you access your calendar data in a web browser. You can also share calendars with other iCloud users, send and receive meeting invitations, and perform quite a few other scheduling tasks.

As with contacts, most calendar activities are straightforward, but I want to explain a bit more about handling meeting invitations and shared calendars. (For tips on solving problems with calendars, see Troubleshoot Contact and Calendar Problems.)

Invite Others to a Meeting

You can invite other people to join any event on your calendar. By setting up a meeting this way, you can keep track of who has agreed to come and send out updates if the event changes.

When you create an event, enter a name or email address in the invitees field to invite someone. As you type, Calendar looks for matching contacts in your iCloud Contacts list and offers a menu of possible matches. Select a contact from this list to accept it, or keep typing. After you add an invitee, you can repeat the procedure to add more.

After adding an invitee, click the person’s name to open a pop-up menu with options such as Edit and Remove (or, in iOS, swipe to the left on a name to remove it). If you remove an invitee, the event is deleted from that person’s calendar; if you remove everyone after sending an invitation, a cancellation notice is sent.

For invitees who use iCloud, the invitation appears in Calendar’s notification box on the iCloud website, as well as in Calendar on a Mac or iOS device. For other invitees, invitation messages include buttons (or links) for Accept, Decline, and Maybe. After clicking one of these, the invitee sees a confirmation page with a downloadable .ics file that can be used to add the event to Calendar or a third-party calendar app.

In addition, the event on your own calendar is updated with icons reflecting each invitee’s status, and any responses also appear in your notification box.

Work with Shared Calendars

iCloud can share any calendar, either publicly or privately, using the industry-standard CalDAV protocol. When you share a calendar privately, you can assign read-only or read-write privileges on a per-user basis. This mechanism makes it practical for families, coworkers, and other groups to use iCloud for calendars that apply to multiple people—without jumping through lots of hoops or buying extra software. (Note, however, that families who Use iCloud Family Sharing get a shared Family calendar automatically and can skip this topic.)

Shared calendars can be viewed in iCloud Calendar, the Calendar app for Mac or iOS, or third-party calendar apps such as BusyCal and Microsoft Outlook.

To share a calendar on a Mac, click the Share icon that appears when you hover over the calendar’s name in the sidebar. In the popover, you can share the calendar privately with only people you select—and you get to say who is allowed to edit the calendar—or you can share it publicly for anyone with the address to view (but not edit).

Troubleshoot Contact and Calendar Problems

iCloud Contacts and Calendar have been astonishingly problem-free for me over the past few years, but I’ve heard from a number of users who have experienced problems, especially duplication of entries when moving from another provider or app.

Because of the sheer number of variables involved, I can’t offer specific solutions to every problem, but I can recommend Scholle McFarland’s book Take Control of Calendar and Reminders, which includes a troubleshooting chapter. I can also point you to Apple’s extensive and helpful support articles:

Contacts troubleshooting:
Calendar troubleshooting:
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