The iPhone has never just been about the technology. Yes, it looks stylish, has enough bells and whistles to cause deafness, and it just works. iPhone users don’t know or care about things like antennae, flash drives, memory chips, and whatever else Apple somehow managed to cram into that tiny case. These things don’t matter because iPhone has always been about helping you get things done and making your life better, more creative, and more efficient. And, as you’ll see in this chapter, your iPhone can also go a long way toward making your life — particularly your contacts and your calendar — more organized.
One of the paradoxes of modern life is that as contact information becomes more important, you store less and less of it in the easiest database system of all — your memory. Instead of memorizing phone numbers like you used to, you now store your contact info electronically. When you think about it, this isn’t exactly surprising. It’s not just a landline phone number that you have to remember for each person anymore but also a cell number, email and website addresses, a Twitter username, a physical address, and more. That’s a lot to remember, so it makes sense to go the electronic route. And for the iPhone, electronic means the Contacts app, which seems basic enough but is actually loaded with useful features that can help you get organized and get the most out of the contact management side of your life.
I show you how to sync your computer’s contacts program (such as Contacts on Mac or Windows or the Outlook Contacts folder) in Chapter 7. That’s by far the easiest way to populate your iPhone Contacts app with a crowd of people, but it might not include everyone in your posse. If someone’s missing and you’re not around your computer, you can add that person directly to your iPhone Contacts.
Begin by creating a contact with just the basic info: first name, last name, and company name. In subsequent sections, I show you how to add data such as phone numbers and email addresses. Here are the steps to follow:
Now that your new contact is off to a flying start, you can go ahead and fill in details, such as phone numbers, addresses (email, web, and real world), and anything else you can think of (or have the patience to enter into your iPhone; it can be a lot of tapping!). The next few sections take you through the steps for each type of data. When you’re done, be sure to tap Done to preserve all your hard work.
Here are the steps required to open an existing contact for editing:
Your iPhone is, of course, a phone, so it’s only right and natural to use it to call your contact. Sure, but which number? Work? Home? Cell? Fortunately, there’s no need to choose just one, because your iPhone is happy to store all these numbers, plus a few more if need be.
Here are the steps to follow to add one or more phone numbers for a contact:
It makes sense that you might want to add a phone number or three for a contact, but would you ever need to enter multiple email addresses? Well, sure you would! Most people have at least a couple of addresses — usually for home and work — and some type-A emailers have a dozen or more. Life is too short to enter that many email addresses, but you need at least the important ones if you want to use your iPhone Mail app to send a note to your contacts.
Follow these steps to add one or more email addresses for a contact:
Who on earth doesn’t have a website these days? It could be a humble home page, a blog, a Tumblr page, a home business site, or someone’s corporate website. Some busy web beavers may even have all five! Whatever web home a person has, it’s a good idea to toss the address into her contact data because then you can simply tap it and your iPhone (assuming it can see the Internet from here) immediately fires up Safari and takes you to the site. Does your pal have multiple websites? No sweat: Your iPhone is happy to take you to all of them.
You can add one or more web addresses for a contact by making your way through these steps:
These days, many of us are far more likely to contact friends, family, and colleagues via social networks, such as Twitter, Facebook, and LinkedIn, than we are through more traditional methods like email. The Contacts app reflects this new reality by enabling you to save social network data for each contact, including data for Twitter, Facebook, LinkedIn, and Flickr. Here are the steps to follow to add one or more social network details to a contact:
With all this talk about cell numbers, email addresses, and web addresses, it’s easy to forget that people actually live and work somewhere. You may have plenty of contact information in which the location of that somewhere doesn’t much matter. But, if you ever need to get from here to there, taking the time to insert a contact’s physical address really pays off. Why? Because you need only tap the address and your iPhone displays a map that shows you the precise location. From there you can get directions, see a satellite map of the area, and more. (I talk about all this great map stuff in Chapter 11.)
Tapping out a full address is a bit of work, but as the following steps show, it’s not exactly root-canalishly painful:
When you fill out contact data, your iPhone insists that you apply a label to each tidbit, such as home, work, and mobile. If none of the predefined labels fits, you can always just slap on the generic other label. However, this seems so, well, dull. If you’ve got a phone number or address that you can’t shoehorn into any of the prefab labels, get creative and make one up. Here’s how:
Conveniently, you can apply your custom label to any type of contact data. For example, if you create a label named college, you can apply that label to a phone number, email address, web address, or physical address.
The New Contact screen (which appears when you add a contact) and the data screen (which appears when you edit an existing contact) display only the fields you need for basic contact info. Besides the fields you’ve looked at so far, you can also click the following items to add more fields to a contact’s data:
Despite these additional fields, the contact data screen still lacks quite a few common fields. For example, you might need to specify a contact’s prefix (such as Dr. or Professor), suffix (such as Jr., Sr., or III), or job title. Thankfully, your iPhone is merely hiding these and other useful fields. There are nine hidden fields that you can add to any contact, as shown in Figure 10.4. The iPhone is only too happy to let you add as many of these extra fields as you want. Here are the steps involved:
Entering a person’s contact data by hand is a tedious bit of business at the best of times, so it helps if you can find a faster way to do it. If you can cajole a contact into sending his contact data electronically, then you can add it with just a couple of taps. What do I mean when I talk about sending contact data electronically? Long ago, the world’s contact-management gurus came up with a standard file format for contact data — the vCard. It’s a kind of digital business card that exists as a separate file. People can pass this data along by attaching their (or someone else’s) card to an email message.
If you get a message with contact data, you see an icon for the VCF file, as shown in Figure 10.5.
To get this data into your Contacts app, follow these steps:
Sharing your contact data using a vCard has worked well for many years, but sharing data via attachments is beginning to feel decidedly old-fashioned. Fortunately, these days of exchanging virtual business cards may soon be over thanks to an iOS feature called AirDrop, which is a Bluetooth service that lets two nearby devices — specifically, an iPhone 6, 5s, 5c, or 5, a fourth-generation iPad or later, an iPad mini, a fifth-generation iPod touch or later, or a Mac running OS X Yosemite — swap contacts directly. Here are the steps to follow:
If you’ve signed in to your Facebook account on your iPhone, as I describe back in Chapter 2, iOS automatically updates Contacts with all your Facebook friends. This means that all the profile data that each person shares with friends is automatically available via Contacts. This often includes info such as the person’s profile picture, occupation, company name, email address, location, and birthday, but it can also include the following fields:
If you have an iPhone 4s or later, the Siri voice recognition app enables you to locate and query your contacts using simple voice commands. To get started, tap and hold the Home button (or press and hold the Mic button of the iPhone headphones, or the equivalent button on a Bluetooth headset) until Siri appears.
To display one or more contacts, use the following techniques within Siri:
To query your contacts, you use the following general syntax:
Question contact info?
Here, question can be “What is” (for general data), “When is” for dates, or “Who is” (for people); contact specifies the name (or relationship) of the contact; and info specifies the type of data you want to retrieve (such as “birthday” or “home phone number”). Here are some examples:
When you meet someone and ask, “How are you?” the most common reply these days is a short one: “Busy!” We’re all as busy as can be these days, and that places-to-go, people-to-see feeling is everywhere. All the more reason to keep your affairs in order, and that includes your appointments. Your iPhone comes with a Calendar app that you can use to create items called events, which represent your appointments, vacations, trips, meetings, and anything else that can be scheduled. Calendar acts as a kind of electronic personal assistant, leaving your brain free to concentrate on more important things.
I show you how to sync your computer’s calendar application (such as Calendar on the Mac, or the Outlook Calendar folder) in Chapter 7, and that’s the easiest way to fill your iPhone with your events. However, something always comes up when you’re running around, so you need to know how to add an event directly to your iPhone Calendar.
Here are the steps to follow:
When you add an event in Calendar, the Month view displays a dot underneath the day as a visual reminder that you have something going on that day. Tap the day and Calendar displays a list of all the events you have scheduled, as shown in Figure 10.7. If you have multiple calendars and you want to see all your events, tap Calendars and then tap All to open the All Calendars screen.
Whether you’ve scheduled an event by hand or synced it from your computer, the event details might change: a new time, a new location, and so on. Whatever the change, you need to edit the event to keep your schedule accurate.
Here are the steps to follow to edit an existing event:
One of the truly great timesavers in Calendar is the repeat feature. It enables you to set up a single event and then get Calendar to automatically repeat it at a regular interval. For example, if you set up an event for a Friday, you can also set Calendar to automatically repeat it every Friday. You can continue repeating events indefinitely or end them on a specific date.
Follow these steps to configure an existing event to repeat:
Some events don’t really have specific times that you can pin down. These include birthdays, anniversaries, sales meetings, trade shows, conferences, and vacations. What all these types of events have in common is that they last all day: in the case of birthdays and anniversaries, literally so; in the case of trade shows and the like, “all day” refers to the entire workday.
Why is this important? Well, suppose you schedule a trade show as a regular event that lasts from 9 a.m. to 5 p.m. When you examine that day in Calendar, you see a big fat block that covers the entire day. If you also want to schedule meetings that occur at the trade show, Calendar lets you do that, but it displays these new events on top of the existing trade show event. This makes the schedule hard to read, so you might miss a meeting.
To solve this problem, you can configure the trade show as an all-day event. Calendar clears it from the regular schedule and displays the event separately near the top of the Day view. Here are the steps to follow:
One of the truly useful secrets of stress-free productivity in the modern world is what I call the set-it-and-forget-it school of scheduling. That is, you set up an event electronically and then get the same technology to remind you when the event occurs. That way, your mind doesn’t have to waste energy fretting about missing the event because you know your technology has your back.
With your iPhone, the technology of choice for doing this is Calendar and its alert feature. When you add an alert to an event, Calendar automatically displays a reminder of the event, which is a Notification Center banner that pops up on the screen. Your iPhone also vibrates and sounds a few beeps to get your attention. You can choose when the alert triggers (such as a specified number of minutes, hours, or days before the event) and you can even set up a second alert just to be on the safe side.
Follow these steps to set an alert for an event:
Figure 10.9 shows an example of an alert. Tap OK to close the alert, or tap Options to see three more choices: Snooze (redisplay the alert in five minutes), View Event (display the event details), or Close (dismiss the alert).
On the iPhone 4s or later, the Siri personal assistant offers a number of voice commands for creating, editing, and querying your events.
To get Siri to schedule an event, you use the following general syntax:
Schedule what with who at when.
Here, schedule can be any of the following:
The what part of the command (which is optional) determines the topic of the event, so it could be something like “lunch” or “budget review” or “dentist”; you can also precede this part with “about” (for example, “about expenses”). The who part of the command specifies the person you’re meeting with, if anyone, so it can be a contact name or a relationship (such as “my husband” or “Dad”). The when part of the command sets the time and date of the event; the time portion can be a specific time such as “3” (meaning 3 p.m.) or “8 a.m.” or “noon”; the date portion can be “today” or “tomorrow,” a day in the current week (such as “Tuesday” or “Friday”), a relative day (such as “next Monday”), or a specific date (such as “August 23rd”).
Here are some examples:
You can also use Siri to modify existing events. For example, you can change the event time by using the verbs “Reschedule” or “Move”:
You can also use the verb “Add” to include another person in a meeting, and the verb “Cancel” to remove a meeting from your schedule:
Finally, you can query your events to see what’s coming up. Here are some examples:
If you’ve set up a Microsoft Exchange account in your iPhone, there’s a good chance you’re already using its push features. That is, the Exchange Server automatically sends incoming email messages to your iPhone, as well as new and changed contacts and calendar data. If someone back at headquarters adds your name to a scheduled meeting, Exchange generates an automatic meeting request, which is an email message that tells you about the meeting and asks if you want to attend.
How will you know? Two ways (see Figure 10.10): First, you see an alert for the invitation; second, the Calendar app’s Inbox item in the lower right corner displays a number beside it telling you how many meeting requests you have waiting for you.
It’s best to handle such requests as soon as you can, so here’s what you do:
If you know someone who has published a calendar, you might want to keep track of it within your iPhone Calendar app. You can do that by subscribing to the published calendar. iPhone sets up the published calendar as a separate item in the Calendar app, so you can easily switch between your own calendars and the published calendar.
To pull this off, you need to know the address of the published calendar. This address usually takes the following form: server.com/calendar.ics. Here, server.com is the address of the calendar server and calendar.ics is the name of the file (which is almost always an iCalendar format file with the extension .ics), preceded (usually) by a folder location.
For calendars published to iCloud, the address always looks like this: ical.icloud.com/member/calendar.ics. Here, member is the iCloud member name of the person who published the calendar and calendar is the name of the file. Here’s an example address:
ical.icloud.com/aardvarksorenstam/aardvark.ics
Follow these steps to subscribe to a published calendar:
To view the subscribed calendar, tap Calendar on the Home screen to open the Calendar app, and then tap Calendars to open the Calendars screen. Your new calendar appears in the Subscribed section. Tap the calendar to view its events.
The Calendar app is an excellent tool for tracking appointments, meetings, and other events. By adding an alert to an event, you get a digital tap on the shoulder to remind you when and where your presence is required.
However, our days are littered with tasks that could be called subevents. These are things that need to be done at a certain point during your day but don’t rise to the level of full-fledged events: returning a call, taking the laundry out of the dryer, turning off the sprinkler. If you need to be reminded to perform such a subevent, it seems like overkill to crank out an event using the Calendar app.
Fortunately, iOS offers a better solution: the Reminders app. You use this app to create reminders, which are simple nudges that tell you to do something, to be somewhere, or whatever. These nudges come in the form of Notification Center banners that appear on your screen at a time you specify or when your iPhone reaches a particular location. If you have an iCloud account, you can sync your reminders between your iPhone, your Mac, your iPad, and any other supported device.
Here are the steps to follow to set up a reminder that alerts you at a specific time:
Getting an alert at a specific time is the standard way of working with reminders, but the Reminders app supports a second type of criterion: location. That is, when you specify a particular location for a reminder, the app sets up a geo-fence — a kind of virtual border — around that location. When your iPhone crosses that geo-fence, the associated reminder appears on your screen. So, for example, if you’re on your way to a meeting with a client, you could create a reminder that includes notes about the meeting or the client, and then specify the meeting location as the Remind Me criterion.
Here’s how it works:
The Reminders app comes with three preset lists that you can use: Reminders, Home, and Work. The default is Reminders, but you can also select a different list if it’s more suitable or if you want to keep your personal and business reminders separate. If none of these three prefab lists is exactly right for your needs, feel free to create your own list by following these steps:
When a reminder is complete, you don’t want it lingering in the Reminders list (or whatever list it’s in), cluttering the screen and making it hard to look through your remaining reminders. To avoid that, once the reminder is done, tap the radio button beside it. This tells Reminders that the reminder is complete, and the app immediately moves it to the Completed list.
If you no longer need a reminder, it’s a good idea to delete it to keep your reminder lists neat and tidy. To delete a reminder, follow these steps:
The default list is the one that Reminders uses when you don’t specify a particular list when you create a reminder. If you have a particular list you’d prefer to use as the default, follow these steps to set it:
iPhone 4S or later users can also create reminders via voice using the Siri app. Time-based reminders use the following general syntax:
Remind me to action at when.
Here, action is the task you want to be reminded to perform, and when is the date and time you want to be reminded (as described earlier in the chapter when I discuss creating calendar events using Siri). Here are some examples:
Location-based reminders use the following general syntax:
Remind me to action when I location.
Again, action is the task you want to be reminded to perform; location is the place around which you want the geo-fence set up (including either “get to” or “leave,” depending on whether you want to be reminded coming or going). Here are some examples:
For the last of these, you can assume that “Acme Limited” is a company name defined (with an address) in your Contacts list.
You’ve probably had the experience of walking into your favorite coffee shop or a movie theater, remembering that you have a loyalty card, gift card, or coupon, and then fumbling around to find it in your purse or wallet. Or, worse, you forget you have a card or you leave it at home, so you miss out.
Many merchants are feeling your pain and are doing something about it by creating iOS apps that include gift cards, loyalty cards, coupons, special offers, freebies, and even train or plane boarding passes. These app items usually include bar codes or QR codes, so after you arrive at the destination, the merchant offers a scanner that you can use to scan the code and redeem your card, check in, or whatever. These are great because as long as you have your iPhone (and I know you always have your iPhone), you have your cards and passes.
Of course, you still have to fumble about a bit to locate the app, use the app’s interface to locate the card or pass, and then place your iPhone into the scanner. And, unfortunately, having the card or pass on your iPhone doesn’t guarantee that you’ll remember to scan it.
iOS aims to solve all these problems by offering an app called Passbook that acts as a kind of digital wallet to store all the gift cards, loyalty cards, coupons, tickets, special offers, and boarding passes that you’ve accumulated through your apps.
Passbook offers the following advantages over using merchant apps directly:
If you don’t have any apps that offer passes, open Passbook and tap the App Store button. This loads the App Store and shows you a list of available apps that offer coupons, passes, store cards, and so on.
Note, however, that when you install any of these apps, they at first show up on the iPhone Home screen as normal. After you use the app at least once, it then appears within the Passbook app.
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